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 | $34,045 | $99,652-65.8% | $78,778-56.8% | $147,584-76.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 23.11% | 47.28%-24.2pp | 35.62%-12.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,297 | $2,796-53.6% | $1,986-34.7% | $4,876-73.4% |
| Participant deferral / active EE | $10,834 | $3,664+195.7% | $2,958+266.2% | $5,439+99.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |