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 | $63,237 | $63,346-0.2% | $92,233-31.4% | $70,131-9.8% |
| Participation rate | 95.3% | 68.7%+26.7pp | 76.5%+18.9pp | 69.5%+25.8pp |
| Annual return | 17.88% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,480 | $2,471-40.1% | $3,679-59.8% | $2,342-36.8% |
| Participant deferral / active EE | $1,543 | $2,854-45.9% | $3,897-60.4% | $3,332-53.7% |
| Admin fee / account holder | $6 | $3,840-99.8% | $5,194-99.9% | $4,645-99.9% |