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 | $31,778 | $107,934-70.6% | $91,989-65.5% | $152,861-79.2% |
| Participation rate | 88.2% | 81.2%+7.1pp | 78.6%+9.6pp | 82.4%+5.8pp |
| Annual return | 22.59% | 89.24%-66.7pp | 69.02%-46.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $921 | $4,210-78.1% | $3,452-73.3% | $4,762-80.7% |
| Participant deferral / active EE | $2,301 | $6,364-63.8% | $5,923-61.2% | $5,850-60.7% |
| Admin fee / account holder | $88 | $10,520-99.2% | $7,743-98.9% | $11,596-99.2% |