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 | $29,603 | $65,561-54.8% | $86,188-65.7% | $75,163-60.6% |
| Participation rate | 91.9% | 60.5%+31.4pp | 69.0%+22.9pp | 67.2%+24.7pp |
| Annual return | 13.51% | 46.05%-32.5pp | 1168.45%-1154.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,854 | $3,024+60.5% | $3,985+21.8% | $4,125+17.7% |
| Admin fee / account holder | $4 | $5,474-99.9% | $6,852-99.9% | $5,651-99.9% |