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 | $236,229 | $92,222+156.2% | $76,768+207.7% | $135,375+74.5% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -2.33% | 5.46%-7.8pp | 2.43%-4.8pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,998 | $3,216-6.8% | $2,485+20.7% | $4,779-37.3% |
| Participant deferral / active EE | $6,786 | $4,509+50.5% | $3,852+76.2% | $5,609+21.0% |
| Admin fee / account holder | $7 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |