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 | $28,127 | $37,426-24.8% | $77,482-63.7% | $79,858-64.8% |
| Participation rate | 72.0% | 41.5%+30.5pp | 54.2%+17.8pp | 69.6%+2.4pp |
| Annual return | 19.71% | 39.70%-20.0pp | 54.79%-35.1pp | 31.71%-12.0pp |
| Employer contribution / active EE | $928 | $637+45.8% | $986-5.9% | $2,471-62.4% |
| Participant deferral / active EE | $2,368 | $1,260+87.9% | $1,861+27.2% | $3,740-36.7% |
| Admin fee / account holder | $2 | $2,504-99.9% | $2,858-99.9% | $5,306-100.0% |