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 | $31,795 | $99,652-68.1% | $78,778-59.6% | $147,584-78.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 16.57% | 47.28%-30.7pp | 35.62%-19.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $665 | $2,796-76.2% | $1,986-66.5% | $4,876-86.4% |
| Participant deferral / active EE | $948 | $3,664-74.1% | $2,958-67.9% | $5,439-82.6% |
| Admin fee / account holder | $29 | $7,155-99.6% | $5,134-99.4% | $10,885-99.7% |