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 | $59,568 | $107,334-44.5% | $92,893-35.9% | $152,861-61.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 18.32% | 145.58%-127.3pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,446 | $4,221-42.1% | $3,653-33.0% | $4,762-48.6% |
| Participant deferral / active EE | $4,121 | $4,845-14.9% | $4,236-2.7% | $5,850-29.6% |
| Admin fee / account holder | $52 | $7,079-99.3% | $5,794-99.1% | $11,596-99.5% |