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 | $54,273 | $102,966-47.3% | $90,281-39.9% | $152,861-64.5% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | 25.09% | 95.16%-70.1pp | 78.10%-53.0pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,547 | $3,139+44.9% | $2,854+59.3% | $4,762-4.5% |
| Participant deferral / active EE | $4,782 | $4,281+11.7% | $3,885+23.1% | $5,850-18.3% |
| Admin fee / account holder | $279 | $6,171-95.5% | $5,351-94.8% | $11,596-97.6% |