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 | $58,968 | $111,724-47.2% | $93,606-37.0% | $145,922-59.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.35% | 202.98%-178.6pp | 133.20%-108.8pp | 561.29%-536.9pp |
| Employer contribution / active EE | $2,300 | $3,090-25.6% | $2,420-5.0% | $4,660-50.6% |
| Participant deferral / active EE | $2,565 | $4,912-47.8% | $4,411-41.9% | $6,688-61.6% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |