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 | $33,527 | $99,652-66.4% | $78,778-57.4% | $147,584-77.3% |
| Participation rate | 73.9% | 76.2%-2.3pp | 69.2%+4.7pp | 82.8%-8.9pp |
| Annual return | 17.32% | 47.28%-30.0pp | 35.62%-18.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,897 | $2,796-32.1% | $1,986-4.5% | $4,876-61.1% |
| Participant deferral / active EE | $3,696 | $3,664+0.9% | $2,958+24.9% | $5,439-32.0% |
| Admin fee / account holder | $6 | $7,155-99.9% | $5,134-99.9% | $10,885-99.9% |