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 | $88,197 | $99,652-11.5% | $78,778+12.0% | $147,584-40.2% |
| Participation rate | 77.3% | 76.2%+1.0pp | 69.2%+8.1pp | 82.8%-5.6pp |
| Annual return | 20.36% | 47.28%-26.9pp | 35.62%-15.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,304 | $2,796-53.4% | $1,986-34.3% | $4,876-73.3% |
| Participant deferral / active EE | $3,042 | $3,664-17.0% | $2,958+2.8% | $5,439-44.1% |
| Admin fee / account holder | $48 | $7,155-99.3% | $5,134-99.1% | $10,885-99.6% |