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 | $30,571 | $102,966-70.3% | $90,281-66.1% | $152,861-80.0% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 18.35% | 95.16%-76.8pp | 78.10%-59.7pp | 345.32%-327.0pp |
| Employer contribution / active EE | $578 | $3,139-81.6% | $2,854-79.8% | $4,762-87.9% |
| Participant deferral / active EE | $2,913 | $4,281-32.0% | $3,885-25.0% | $5,850-50.2% |
| Admin fee / account holder | $150 | $6,171-97.6% | $5,351-97.2% | $11,596-98.7% |