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 | $36,843 | $40,256-8.5% | $57,343-35.7% | $59,632-38.2% |
| Participation rate | 85.9% | 69.2%+16.7pp | 75.1%+10.8pp | 68.7%+17.2pp |
| Annual return | -1.29% | 27.49%-28.8pp | 24.39%-25.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $3,323 | $1,922+72.9% | $2,689+23.6% | $2,203+50.9% |
| Participant deferral / active EE | $6,465 | $2,399+169.5% | $3,162+104.4% | $3,192+102.6% |
| Admin fee / account holder | $1 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |