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 | $29,824 | $105,998-71.9% | $92,233-67.7% | $147,584-79.8% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.83% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $6,926 | $4,333+59.8% | $3,679+88.2% | $4,876+42.0% |
| Participant deferral / active EE | $3,010 | $4,478-32.8% | $3,897-22.8% | $5,439-44.7% |
| Admin fee / account holder | $44 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |