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 | $55,644 | $158,398-64.9% | $126,539-56.0% | $142,382-60.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 17.81% | 593.76%-575.9pp | 425.95%-408.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,118 | $4,650-76.0% | $3,674-69.6% | $4,299-74.0% |
| Participant deferral / active EE | $4,418 | $4,767-7.3% | $4,083+8.2% | $6,507-32.1% |
| Admin fee / account holder | $238 | $6,918-96.6% | $6,065-96.1% | $12,624-98.1% |