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 | $25,049 | $99,652-74.9% | $78,778-68.2% | $147,584-83.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 22.13% | 47.28%-25.2pp | 35.62%-13.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,238 | $2,796-55.7% | $1,986-37.6% | $4,876-74.6% |
| Participant deferral / active EE | $2,417 | $3,664-34.0% | $2,958-18.3% | $5,439-55.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |