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 | $36,109 | $106,890-66.2% | $84,015-57.0% | $152,861-76.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.71% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,608 | $2,734-41.2% | $1,983-18.9% | $4,762-66.2% |
| Participant deferral / active EE | $5,723 | $4,011+42.7% | $3,239+76.7% | $5,850-2.2% |
| Admin fee / account holder | $188 | $8,285-97.7% | $6,101-96.9% | $11,596-98.4% |