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 | $42,159 | $118,919-64.5% | $88,538-52.4% | $152,861-72.4% |
| Participation rate | 87.5% | 73.4%+14.1pp | 68.7%+18.8pp | 82.4%+5.1pp |
| Annual return | 21.05% | 47.92%-26.9pp | 43.64%-22.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,797 | $2,669-32.7% | $2,098-14.4% | $4,762-62.3% |
| Participant deferral / active EE | $6,361 | $3,549+79.2% | $2,914+118.3% | $5,850+8.7% |
| Admin fee / account holder | $14 | $5,876-99.8% | $4,310-99.7% | $11,596-99.9% |