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 | $59,053 | $104,907-43.7% | $84,611-30.2% | $152,861-61.4% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 21.17% | 373.79%-352.6pp | 258.74%-237.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,598 | $3,302-21.3% | $2,652-2.0% | $4,762-45.4% |
| Participant deferral / active EE | $11,573 | $4,688+146.9% | $3,899+196.9% | $5,850+97.8% |
| Admin fee / account holder | $58 | $6,241-99.1% | $4,912-98.8% | $11,596-99.5% |