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 | $64,008 | $110,257-41.9% | $96,544-33.7% | $139,434-54.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 22.10% | 26.32%-4.2pp | 25.84%-3.7pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,718 | $3,620-24.9% | $2,965-8.3% | $4,751-42.8% |
| Participant deferral / active EE | $11,859 | $5,548+113.8% | $4,851+144.5% | $6,710+76.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |