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 | $83,330 | $118,849-29.9% | $96,562-13.7% | $167,490-50.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 15.61% | 50.49%-34.9pp | 37.78%-22.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,226 | $3,120-60.7% | $2,356-48.0% | $4,837-74.7% |
| Participant deferral / active EE | $4,112 | $4,616-10.9% | $3,849+6.8% | $6,341-35.2% |
| Admin fee / account holder | $117 | $8,065-98.5% | $6,181-98.1% | $12,309-99.0% |