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 | $68,458 | $73,515-6.9% | $62,995+8.7% | $147,584-53.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 16.03% | 175.43%-159.4pp | 87.57%-71.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,302 | $3,320-60.8% | $2,759-52.8% | $4,876-73.3% |
| Participant deferral / active EE | $5,086 | $4,185+21.5% | $3,329+52.8% | $5,439-6.5% |
| Admin fee / account holder | $23 | $5,953-99.6% | $3,600-99.4% | $10,885-99.8% |