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 | $62,844 | $105,998-40.7% | $92,233-31.9% | $147,584-57.4% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 21.21% | 50.05%-28.8pp | 176.28%-155.1pp | 578.55%-557.3pp |
| Employer contribution / active EE | $7,074 | $4,333+63.3% | $3,679+92.3% | $4,876+45.1% |
| Participant deferral / active EE | $6,695 | $4,478+49.5% | $3,897+71.8% | $5,439+23.1% |
| Admin fee / account holder | $243 | $6,332-96.2% | $5,194-95.3% | $10,885-97.8% |