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 | $64,881 | $111,754-41.9% | $103,333-37.2% | $145,922-55.5% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 11.06% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,418 | $4,212-42.6% | $3,868-37.5% | $4,660-48.1% |
| Participant deferral / active EE | $8,526 | $5,619+51.7% | $5,057+68.6% | $6,688+27.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |