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 | $139,146 | $112,881+23.3% | $90,951+53.0% | $158,922-12.4% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 52.62% | 215.79%-163.2pp | 134.60%-82.0pp | 302.83%-250.2pp |
| Employer contribution / active EE | $1,481 | $2,893-48.8% | $2,122-30.2% | $4,761-68.9% |
| Participant deferral / active EE | $4,731 | $4,128+14.6% | $3,373+40.3% | $5,982-20.9% |
| Admin fee / account holder | $17 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |