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 | $47,436 | $105,859-55.2% | $90,160-47.4% | $147,584-67.9% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 18.32% | 37.63%-19.3pp | 34.88%-16.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $3,087 | $4,126-25.2% | $3,318-7.0% | $4,876-36.7% |
| Participant deferral / active EE | $8,325 | $5,733+45.2% | $5,288+57.4% | $5,439+53.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |