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 | $99,425 | $60,124+65.4% | $90,404+10.0% | $79,858+24.5% |
| Participation rate | 78.8% | 65.0%+13.8pp | 72.7%+6.1pp | 69.6%+9.2pp |
| Annual return | 21.82% | 71.94%-50.1pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,746 | $2,068+32.8% | $3,262-15.8% | $2,471+11.1% |
| Participant deferral / active EE | $5,627 | $2,938+91.5% | $3,963+42.0% | $3,740+50.5% |
| Admin fee / account holder | $11 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |