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 | $60,914 | $106,890-43.0% | $84,015-27.5% | $152,861-60.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 20.17% | 104.99%-84.8pp | 71.31%-51.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $551 | $2,734-79.9% | $1,983-72.2% | $4,762-88.4% |
| Participant deferral / active EE | $1,088 | $4,011-72.9% | $3,239-66.4% | $5,850-81.4% |
| Admin fee / account holder | $119 | $8,285-98.6% | $6,101-98.0% | $11,596-99.0% |