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 | $26,055 | $29,667-12.2% | $56,441-53.8% | $80,874-67.8% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 14.75% | 35.22%-20.5pp | 1704.21%-1689.5pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,832 | $669+173.7% | $1,039+76.3% | $2,756-33.5% |
| Participant deferral / active EE | $1,486 | $1,227+21.1% | $1,953-23.9% | $4,297-65.4% |
| Admin fee / account holder | $90 | $2,429-96.3% | $2,829-96.8% | $6,935-98.7% |