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 | $39,294 | $99,652-60.6% | $78,778-50.1% | $147,584-73.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.83% | 47.28%-31.5pp | 35.62%-19.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,087 | $2,796-61.1% | $1,986-45.2% | $4,876-77.7% |
| Participant deferral / active EE | $6,736 | $3,664+83.9% | $2,958+127.7% | $5,439+23.8% |
| Admin fee / account holder | $179 | $7,155-97.5% | $5,134-96.5% | $10,885-98.4% |