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 | $41,089 | $121,625-66.2% | $104,607-60.7% | $158,922-74.1% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 17.57% | 465.26%-447.7pp | 340.46%-322.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $384 | $3,163-87.8% | $2,681-85.7% | $4,761-91.9% |
| Participant deferral / active EE | $2,956 | $4,177-29.2% | $3,740-20.9% | $5,982-50.6% |
| Admin fee / account holder | $7 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |