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 | $3,159 | $29,660-89.4% | $56,411-94.4% | $80,856-96.1% |
| Participation rate | 97.2% | 41.6%+55.6pp | 52.5%+44.8pp | 67.6%+29.6pp |
| Annual return | 13.07% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $552 | $669-17.5% | $1,039-46.8% | $2,755-79.9% |
| Participant deferral / active EE | $1,024 | $1,226-16.5% | $1,952-47.5% | $4,296-76.2% |
| Admin fee / account holder | $106 | $2,428-95.6% | $2,829-96.2% | $6,918-98.5% |