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 | $34,466 | $103,376-66.7% | $87,100-60.4% | $152,861-77.5% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 22.28% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,359 | $3,220-26.8% | $2,521-6.4% | $4,762-50.5% |
| Participant deferral / active EE | $4,384 | $4,778-8.3% | $4,049+8.3% | $5,850-25.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |