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 | $49,070 | $63,346-22.5% | $92,233-46.8% | $70,131-30.0% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 13.08% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,631 | $2,471-34.0% | $3,679-55.7% | $2,342-30.4% |
| Participant deferral / active EE | $3,331 | $2,854+16.7% | $3,897-14.5% | $3,3320% |
| Admin fee / account holder | $147 | $3,840-96.2% | $5,194-97.2% | $4,645-96.8% |