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 | $28,526 | $53,516-46.7% | $126,539-77.5% | $84,808-66.4% |
| Participation rate | 88.0% | 58.2%+29.8pp | 69.8%+18.2pp | 68.3%+19.7pp |
| Annual return | 15.12% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,957 | $1,535+27.5% | $3,674-46.7% | $2,631-25.6% |
| Participant deferral / active EE | $4,554 | $2,671+70.5% | $4,083+11.6% | $4,212+8.1% |
| Admin fee / account holder | $30 | $4,497-99.3% | $6,065-99.5% | $7,344-99.6% |