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 | $48,521 | $99,652-51.3% | $78,778-38.4% | $147,584-67.1% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.2%+24.9pp | 82.8%+11.3pp |
| Annual return | 14.23% | 47.28%-33.1pp | 35.62%-21.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,450 | $2,796-48.1% | $1,986-27.0% | $4,876-70.3% |
| Participant deferral / active EE | $1,439 | $3,664-60.7% | $2,958-51.4% | $5,439-73.5% |
| Admin fee / account holder | $8 | $7,155-99.9% | $5,134-99.8% | $10,885-99.9% |