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 6-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 | $31,078 | $114,381-72.8% | $107,525-71.1% | $142,382-78.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 22.92% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,428 | $4,015-64.4% | $3,754-62.0% | $4,299-66.8% |
| Participant deferral / active EE | $2,576 | $5,564-53.7% | $5,116-49.6% | $6,507-60.4% |
| Admin fee / account holder | $211 | $9,860-97.9% | $8,919-97.6% | $12,624-98.3% |