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 | $23,448 | $117,381-80.0% | $99,443-76.4% | $152,861-84.7% |
| Participation rate | 90.9% | 77.5%+13.4pp | 73.8%+17.1pp | 82.4%+8.5pp |
| Annual return | 23.61% | 31.87%-8.3pp | 30.72%-7.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,041 | $3,013+1.0% | $2,540+19.8% | $4,762-36.1% |
| Participant deferral / active EE | $4,607 | $4,086+12.8% | $3,619+27.3% | $5,850-21.2% |
| Admin fee / account holder | $227 | $7,631-97.0% | $6,250-96.4% | $11,596-98.0% |