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 | $21,408 | $77,899-72.5% | $149,673-85.7% | $75,163-71.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.91% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,398 | $3,137-55.4% | $4,818-71.0% | $2,670-47.6% |
| Participant deferral / active EE | $4,082 | $3,411+19.7% | $5,680-28.1% | $4,125-1.0% |
| Admin fee / account holder | $78 | $5,956-98.7% | $13,210-99.4% | $5,651-98.6% |