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 | $29,323 | $100,901-70.9% | $75,670-61.2% | $147,584-80.1% |
| Participation rate | 92.9% | 77.1%+15.7pp | 72.3%+20.5pp | 82.8%+10.0pp |
| Annual return | 11.72% | 35.78%-24.1pp | 27.34%-15.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $4,521 | $3,253+39.0% | $2,352+92.2% | $4,876-7.3% |
| Participant deferral / active EE | $2,885 | $4,027-28.4% | $3,142-8.2% | $5,439-46.9% |
| Admin fee / account holder | $20 | $11,285-99.8% | $5,800-99.7% | $10,885-99.8% |