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 | $59,715 | $99,918-40.2% | $81,382-26.6% | $145,922-59.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.75% | 34.32%-16.6pp | 24.73%-7.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,849 | $2,978-4.3% | $2,463+15.7% | $4,660-38.9% |
| Participant deferral / active EE | $4,049 | $4,605-12.1% | $3,883+4.3% | $6,688-39.5% |
| Admin fee / account holder | $20 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |