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 | $70,181 | $99,652-29.6% | $78,778-10.9% | $147,584-52.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 13.99% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $327 | $2,796-88.3% | $1,986-83.5% | $4,876-93.3% |
| Participant deferral / active EE | $5,443 | $3,664+48.6% | $2,958+84.0% | $5,439+0.1% |
| Admin fee / account holder | $42 | $7,155-99.4% | $5,134-99.2% | $10,885-99.6% |