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 | $30,340 | $99,652-69.6% | $78,778-61.5% | $147,584-79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.65% | 47.28%-30.6pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $473 | $2,796-83.1% | $1,986-76.2% | $4,876-90.3% |
| Participant deferral / active EE | $3,286 | $3,664-10.3% | $2,958+11.1% | $5,439-39.6% |
| Admin fee / account holder | $24 | $7,155-99.7% | $5,134-99.5% | $10,885-99.8% |