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 | $60,688 | $99,079-38.7% | $77,999-22.2% | $273,961-77.8% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.5%+20.3pp | 83.0%+12.8pp |
| Annual return | 8.48% | 217.93%-209.4pp | 425.96%-417.5pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,730 | $3,308+43.0% | $2,470+91.5% | $4,869-2.8% |
| Participant deferral / active EE | $10,381 | $4,306+141.1% | $3,497+196.9% | $5,287+96.3% |
| Admin fee / account holder | $5 | $8,954-99.9% | $5,480-99.9% | $10,132-100.0% |