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 | $29,086 | $52,884-45.0% | $84,750-65.7% | $55,167-47.3% |
| Participation rate | 73.3% | 67.5%+5.8pp | 76.6%-3.3pp | 69.0%+4.3pp |
| Annual return | 7.74% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $907 | $2,233-59.4% | $3,574-74.6% | $1,963-53.8% |
| Participant deferral / active EE | $3,000 | $2,644+13.5% | $3,712-19.2% | $3,054-1.8% |
| Admin fee / account holder | $69 | $581-88.2% | $5,332-98.7% | $504-86.4% |