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 | $37,079 | $29,660+25.0% | $56,411-34.3% | $80,856-54.1% |
| Participation rate | 94.7% | 41.6%+53.1pp | 52.5%+42.3pp | 67.6%+27.1pp |
| Annual return | 20.00% | 35.23%-15.2pp | 1701.33%-1681.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,089 | $669+62.7% | $1,039+4.8% | $2,755-60.5% |
| Participant deferral / active EE | $862 | $1,226-29.7% | $1,952-55.8% | $4,296-79.9% |
| Admin fee / account holder | $65 | $2,428-97.3% | $2,829-97.7% | $6,918-99.1% |