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 | $63,175 | $74,888-15.6% | $71,209-11.3% | $142,382-55.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 15.90% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,412 | $2,854+124.7% | $2,721+135.7% | $4,299+49.2% |
| Participant deferral / active EE | $9,271 | $4,454+108.1% | $4,175+122.1% | $6,507+42.5% |
| Admin fee / account holder | $71 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |