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 | $25,206 | $34,308-26.5% | $74,701-66.3% | $72,985-65.5% |
| Participation rate | 80.0% | 42.4%+37.6pp | 54.5%+25.5pp | 69.5%+10.5pp |
| Annual return | 24.93% | 26.58%-1.6pp | 752.92%-728.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,314 | $692+89.9% | $1,084+21.2% | $2,440-46.2% |
| Participant deferral / active EE | $2,810 | $1,271+121.0% | $1,964+43.1% | $3,607-22.1% |
| Admin fee / account holder | $127 | $2,124-94.0% | $3,333-96.2% | $5,124-97.5% |