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 | $62,007 | $102,966-39.8% | $90,281-31.3% | $152,861-59.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 20.12% | 95.16%-75.0pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,301 | $3,139-58.6% | $2,854-54.4% | $4,762-72.7% |
| Participant deferral / active EE | $5,888 | $4,281+37.5% | $3,885+51.5% | $5,850+0.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |