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 | $60,525 | $105,998-42.9% | $92,233-34.4% | $147,584-59.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 16.72% | 50.05%-33.3pp | 176.28%-159.6pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,352 | $4,333-68.8% | $3,679-63.3% | $4,876-72.3% |
| Participant deferral / active EE | $4,814 | $4,478+7.5% | $3,897+23.5% | $5,439-11.5% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |