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 | $34,060 | $88,751-61.6% | $81,812-58.4% | $145,922-76.7% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 10.02% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $699 | $3,083-77.3% | $2,912-76.0% | $4,660-85.0% |
| Participant deferral / active EE | $3,055 | $4,643-34.2% | $4,319-29.3% | $6,688-54.3% |
| Admin fee / account holder | $68 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |