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 | $30,488 | $103,376-70.5% | $87,100-65.0% | $152,861-80.1% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 21.73% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,657 | $3,220-48.5% | $2,521-34.3% | $4,762-65.2% |
| Participant deferral / active EE | $4,643 | $4,778-2.8% | $4,049+14.7% | $5,850-20.6% |
| Admin fee / account holder | $123 | $12,205-99.0% | $7,497-98.4% | $11,596-98.9% |