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 | $55,189 | $90,600-39.1% | $79,464-30.5% | $135,375-59.2% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | 0.86% | 977.43%-976.6pp | 718.14%-717.3pp | 519.73%-518.9pp |
| Employer contribution / active EE | $805 | $3,068-73.8% | $2,800-71.3% | $4,779-83.2% |
| Participant deferral / active EE | $3,362 | $4,050-17.0% | $3,704-9.2% | $5,609-40.1% |
| Admin fee / account holder | $21 | $5,907-99.6% | $5,113-99.6% | $10,827-99.8% |