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 | $50,929 | $105,998-52.0% | $92,233-44.8% | $147,584-65.5% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 20.33% | 50.05%-29.7pp | 176.28%-155.9pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,197 | $4,333-49.3% | $3,679-40.3% | $4,876-54.9% |
| Participant deferral / active EE | $5,786 | $4,478+29.2% | $3,897+48.5% | $5,439+6.4% |
| Admin fee / account holder | $274 | $6,332-95.7% | $5,194-94.7% | $10,885-97.5% |