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 | $24,148 | $102,966-76.5% | $90,281-73.3% | $152,861-84.2% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 23.02% | 95.16%-72.1pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,113 | $4,281-50.6% | $3,885-45.6% | $5,850-63.9% |
| Admin fee / account holder | $78 | $6,171-98.7% | $5,351-98.5% | $11,596-99.3% |