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 | $91,749 | $110,502-17.0% | $80,716+13.7% | $167,490-45.2% |
| Participation rate | 91.3% | 64.0%+27.3pp | 54.2%+37.1pp | 82.1%+9.2pp |
| Annual return | 16.14% | 120.54%-104.4pp | 87.28%-71.1pp | 478.56%-462.4pp |
| Employer contribution / active EE | $977 | $1,543-36.7% | $1,160-15.8% | $4,837-79.8% |
| Participant deferral / active EE | $3,330 | $2,871+16.0% | $2,146+55.2% | $6,341-47.5% |
| Admin fee / account holder | $162 | $4,545-96.4% | $3,380-95.2% | $12,309-98.7% |