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 | $68,568 | $232,540-70.5% | $185,117-63.0% | $147,584-53.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.74% | 43.03%-27.3pp | 40.50%-24.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,447 | $5,195-72.2% | $4,182-65.4% | $4,876-70.3% |
| Participant deferral / active EE | $6,444 | $5,834+10.5% | $5,045+27.7% | $5,439+18.5% |
| Admin fee / account holder | $88 | $10,275-99.1% | $8,159-98.9% | $10,885-99.2% |