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 | $57,557 | $65,561-12.2% | $86,188-33.2% | $75,163-23.4% |
| Participation rate | 97.4% | 60.5%+36.9pp | 69.0%+28.5pp | 67.2%+30.2pp |
| Annual return | 17.77% | 46.05%-28.3pp | 1168.45%-1150.7pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,869 | $1,553+20.3% | $2,380-21.5% | $2,670-30.0% |
| Participant deferral / active EE | $2,404 | $3,024-20.5% | $3,985-39.7% | $4,125-41.7% |
| Admin fee / account holder | $222 | $5,474-95.9% | $6,852-96.8% | $5,651-96.1% |