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 | $74,322 | $102,317-27.4% | $146,958-49.4% | $80,856-8.1% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 12.52% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,349 | $3,713-36.7% | $4,933-52.4% | $2,755-14.7% |
| Participant deferral / active EE | $8,239 | $6,644+24.0% | $8,070+2.1% | $4,296+91.8% |
| Admin fee / account holder | $31 | $7,941-99.6% | $12,998-99.8% | $6,918-99.5% |