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 | $88,788 | $157,256-43.5% | $141,162-37.1% | $152,861-41.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.97% | 64.32%-30.3pp | 71.39%-37.4pp | 345.32%-311.3pp |
| Employer contribution / active EE | $1,305 | $5,261-75.2% | $4,735-72.4% | $4,762-72.6% |
| Participant deferral / active EE | $5,136 | $7,109-27.8% | $6,709-23.4% | $5,850-12.2% |
| Admin fee / account holder | $239 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |