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 | $32,248 | $49,922-35.4% | $80,569-60.0% | $75,163-57.1% |
| Participation rate | 95.1% | 55.3%+39.8pp | 67.0%+28.1pp | 67.2%+27.9pp |
| Annual return | 23.39% | 34.69%-11.3pp | 935.43%-912.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $3,009 | $1,698+77.2% | $2,723+10.5% | $2,670+12.7% |
| Participant deferral / active EE | $4,996 | $2,990+67.1% | $4,447+12.3% | $4,125+21.1% |
| Admin fee / account holder | $96 | $3,577-97.3% | $5,377-98.2% | $5,651-98.3% |