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 | $70,494 | $140,578-49.9% | $100,671-30.0% | $125,391-43.8% |
| Participation rate | 93.8% | 80.4%+13.4pp | 70.7%+23.0pp | 83.2%+10.6pp |
| Annual return | -1.69% | 24.67%-26.4pp | 20.43%-22.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,826 | $5,965-69.4% | $4,012-54.5% | $4,866-62.5% |
| Participant deferral / active EE | $6,791 | $3,981+70.6% | $3,144+116.0% | $5,352+26.9% |
| Admin fee / account holder | $29 | $6,716-99.6% | $4,850-99.4% | $9,540-99.7% |