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 | $38,167 | $93,346-59.1% | $71,796-46.8% | $273,961-86.1% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 7.36% | 130.39%-123.0pp | 78.04%-70.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,713 | $2,733-37.3% | $1,924-11.0% | $4,869-64.8% |
| Participant deferral / active EE | $3,022 | $3,475-13.0% | $2,794+8.1% | $5,287-42.8% |
| Admin fee / account holder | $9 | $6,571-99.9% | $4,815-99.8% | $10,132-99.9% |