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 | $50,778 | $117,381-56.7% | $99,443-48.9% | $152,861-66.8% |
| Participation rate | 81.0% | 77.5%+3.4pp | 73.8%+7.1pp | 82.4%-1.5pp |
| Annual return | 24.56% | 31.87%-7.3pp | 30.72%-6.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $11,452 | $3,013+280.1% | $2,540+350.9% | $4,762+140.5% |
| Participant deferral / active EE | $4,587 | $4,086+12.3% | $3,619+26.7% | $5,850-21.6% |
| Admin fee / account holder | $38 | $7,631-99.5% | $6,250-99.4% | $11,596-99.7% |