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 | $46,132 | $115,770-60.2% | $101,248-54.4% | $158,922-71.0% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 14.91% | 56.14%-41.2pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,770 | $4,175-57.6% | $3,660-51.6% | $4,761-62.8% |
| Participant deferral / active EE | $1,820 | $4,957-63.3% | $4,370-58.4% | $5,982-69.6% |
| Admin fee / account holder | $136 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |