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 | $80,040 | $107,334-25.4% | $92,893-13.8% | $152,861-47.6% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 23.17% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,228 | $4,221-47.2% | $3,653-39.0% | $4,762-53.2% |
| Participant deferral / active EE | $6,344 | $4,845+30.9% | $4,236+49.8% | $5,850+8.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |