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 | $99,839 | $105,859-5.7% | $90,160+10.7% | $147,584-32.4% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 15.47% | 37.63%-22.2pp | 34.88%-19.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,802 | $4,126-32.1% | $3,318-15.6% | $4,876-42.5% |
| Participant deferral / active EE | $2,019 | $5,733-64.8% | $5,288-61.8% | $5,439-62.9% |
| Admin fee / account holder | $45 | $8,046-99.4% | $5,943-99.2% | $10,885-99.6% |