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 5-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 | $34,085 | $111,724-69.5% | $93,606-63.6% | $145,922-76.6% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.2pp |
| Annual return | 16.87% | 202.98%-186.1pp | 133.20%-116.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,091 | $3,090-64.7% | $2,420-54.9% | $4,660-76.6% |
| Participant deferral / active EE | $2,112 | $4,912-57.0% | $4,411-52.1% | $6,688-68.4% |
| Admin fee / account holder | $21 | $10,250-99.8% | $8,285-99.8% | $13,397-99.8% |