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 | $72,176 | $106,890-32.5% | $84,015-14.1% | $152,861-52.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 20.53% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $747 | $2,734-72.7% | $1,983-62.4% | $4,762-84.3% |
| Participant deferral / active EE | $2,036 | $4,011-49.2% | $3,239-37.1% | $5,850-65.2% |
| Admin fee / account holder | $36 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |