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 | $25,447 | $85,022-70.1% | $70,515-63.9% | $139,434-81.7% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 17.89% | 30.38%-12.5pp | 32.77%-14.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,719 | $3,909-56.0% | $2,973-42.2% | $4,751-63.8% |
| Participant deferral / active EE | $2,762 | $5,890-53.1% | $4,567-39.5% | $6,710-58.8% |
| Admin fee / account holder | $37 | $8,906-99.6% | $6,412-99.4% | $11,403-99.7% |