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 | $52,817 | $99,652-47.0% | $78,778-33.0% | $147,584-64.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.90% | 47.28%-33.4pp | 35.62%-21.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,732 | $2,796-2.3% | $1,986+37.6% | $4,876-44.0% |
| Participant deferral / active EE | $5,290 | $3,664+44.4% | $2,958+78.8% | $5,439-2.7% |
| Admin fee / account holder | $149 | $7,155-97.9% | $5,134-97.1% | $10,885-98.6% |