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 | $64,509 | $99,652-35.3% | $78,778-18.1% | $147,584-56.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 15.22% | 47.28%-32.1pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,935 | $2,796-30.8% | $1,986-2.6% | $4,876-60.3% |
| Participant deferral / active EE | $4,984 | $3,664+36.0% | $2,958+68.5% | $5,439-8.4% |
| Admin fee / account holder | $221 | $7,155-96.9% | $5,134-95.7% | $10,885-98.0% |