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 | $34,028 | $113,339-70.0% | $94,993-64.2% | $147,584-76.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.88% | 20.77%-2.9pp | 27.12%-9.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $535 | $3,160-83.1% | $2,603-79.4% | $4,876-89.0% |
| Participant deferral / active EE | $2,265 | $3,777-40.0% | $3,317-31.7% | $5,439-58.4% |
| Admin fee / account holder | $215 | $6,063-96.5% | $4,960-95.7% | $10,885-98.0% |