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 | $49,171 | $107,934-54.4% | $91,989-46.5% | $152,861-67.8% |
| Participation rate | 93.3% | 81.2%+12.2pp | 78.6%+14.7pp | 82.4%+10.9pp |
| Annual return | 22.92% | 89.24%-66.3pp | 69.02%-46.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $402 | $4,210-90.5% | $3,452-88.4% | $4,762-91.6% |
| Participant deferral / active EE | $6,257 | $6,364-1.7% | $5,923+5.6% | $5,850+7.0% |
| Admin fee / account holder | $16 | $10,520-99.8% | $7,743-99.8% | $11,596-99.9% |