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 | $47,391 | $102,616-53.8% | $81,983-42.2% | $158,922-70.2% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 20.23% | 61.04%-40.8pp | 41.31%-21.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,053 | $3,240-67.5% | $2,498-57.8% | $4,761-77.9% |
| Participant deferral / active EE | $1,635 | $4,648-64.8% | $3,722-56.1% | $5,982-72.7% |
| Admin fee / account holder | $112 | $8,235-98.6% | $5,664-98.0% | $11,246-99.0% |