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 | $95,024 | $165,912-42.7% | $122,332-22.3% | $147,584-35.6% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 17.31% | 34.55%-17.2pp | 30.27%-13.0pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,383 | $5,754-76.0% | $4,050-65.9% | $4,876-71.6% |
| Participant deferral / active EE | $5,389 | $4,005+34.5% | $3,287+63.9% | $5,439-0.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |