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 | $36,316 | $162,781-77.7% | $133,956-72.9% | $158,922-77.1% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 15.25% | 41.94%-26.7pp | 45.09%-29.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,281 | $4,975-74.2% | $3,919-67.3% | $4,761-73.1% |
| Participant deferral / active EE | $3,939 | $5,911-33.4% | $5,048-22.0% | $5,982-34.2% |
| Admin fee / account holder | $7 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |