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 | $103,774 | $99,652+4.1% | $78,778+31.7% | $147,584-29.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 15.36% | 47.28%-31.9pp | 35.62%-20.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,721 | $2,796-38.5% | $1,986-13.3% | $4,876-64.7% |
| Participant deferral / active EE | $7,069 | $3,664+92.9% | $2,958+138.9% | $5,439+30.0% |
| Admin fee / account holder | $25 | $7,155-99.7% | $5,134-99.5% | $10,885-99.8% |