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 | $32,318 | $105,859-69.5% | $90,160-64.2% | $147,584-78.1% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 16.52% | 37.63%-21.1pp | 34.88%-18.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,006 | $4,126-27.2% | $3,318-9.4% | $4,876-38.4% |
| Participant deferral / active EE | $4,263 | $5,733-25.6% | $5,288-19.4% | $5,439-21.6% |
| Admin fee / account holder | $2 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |