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 | $59,219 | $99,921-40.7% | $85,009-30.3% | $145,959-59.4% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 16.52% | 83.89%-67.4pp | 66.47%-50.0pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,098 | $3,233-66.0% | $2,728-59.8% | $4,661-76.4% |
| Participant deferral / active EE | $1,712 | $5,293-67.6% | $4,522-62.1% | $6,689-74.4% |
| Admin fee / account holder | $30 | $7,252-99.6% | $6,153-99.5% | $13,398-99.8% |