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 | $28,619 | $53,127-46.1% | $86,590-66.9% | $70,131-59.2% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 18.72% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $268 | $2,068-87.0% | $2,839-90.6% | $2,342-88.6% |
| Participant deferral / active EE | $1,629 | $2,696-39.6% | $3,609-54.9% | $3,332-51.1% |
| Admin fee / account holder | $8 | $3,585-99.8% | $4,906-99.8% | $4,645-99.8% |