See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,204 | $111,724-71.2% | $93,606-65.6% | $145,922-77.9% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 21.13% | 202.98%-181.9pp | 133.20%-112.1pp | 561.29%-540.2pp |
| Employer contribution / active EE | $2,660 | $3,090-13.9% | $2,420+9.9% | $4,660-42.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $151 | $10,250-98.5% | $8,285-98.2% | $13,397-98.9% |