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 | $92,387 | $99,079-6.8% | $77,999+18.4% | $273,961-66.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 7.43% | 217.93%-210.5pp | 425.96%-418.5pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,912 | $3,308-42.2% | $2,470-22.6% | $4,869-60.7% |
| Participant deferral / active EE | $6,513 | $4,306+51.2% | $3,497+86.2% | $5,287+23.2% |
| Admin fee / account holder | $68 | $8,954-99.2% | $5,480-98.8% | $10,132-99.3% |