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 | $16,159 | $48,046-66.4% | $84,611-80.9% | $72,985-77.9% |
| Participation rate | 94.3% | 57.6%+36.7pp | 68.2%+26.1pp | 69.5%+24.8pp |
| Annual return | 21.87% | 37.38%-15.5pp | 258.74%-236.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,368 | $1,602-14.6% | $2,652-48.4% | $2,440-43.9% |
| Participant deferral / active EE | $821 | $2,680-69.4% | $3,899-78.9% | $3,607-77.2% |
| Admin fee / account holder | $28 | $3,395-99.2% | $4,912-99.4% | $5,124-99.5% |