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 | $51,588 | $105,998-51.3% | $92,233-44.1% | $147,584-65.0% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 17.14% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,626 | $4,333-62.5% | $3,679-55.8% | $4,876-66.7% |
| Participant deferral / active EE | $4,303 | $4,478-3.9% | $3,897+10.4% | $5,439-20.9% |
| Admin fee / account holder | $151 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |