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 | $43,976 | $115,770-62.0% | $101,248-56.6% | $158,922-72.3% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 22.60% | 56.14%-33.5pp | 46.47%-23.9pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,837 | $4,175-56.0% | $3,660-49.8% | $4,761-61.4% |
| Participant deferral / active EE | $6,038 | $4,957+21.8% | $4,370+38.2% | $5,982+0.9% |
| Admin fee / account holder | $120 | $7,245-98.3% | $5,945-98.0% | $11,246-98.9% |