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 | $59,237 | $140,578-57.9% | $100,671-41.2% | $125,391-52.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 70.7%+18.2pp | 83.2%+5.7pp |
| Annual return | -0.89% | 24.67%-25.6pp | 20.43%-21.3pp | 282.22%-283.1pp |
| Employer contribution / active EE | $5,391 | $5,965-9.6% | $4,012+34.4% | $4,866+10.8% |
| Participant deferral / active EE | $7,326 | $3,981+84.0% | $3,144+133.0% | $5,352+36.9% |
| Admin fee / account holder | $10 | $6,716-99.9% | $4,850-99.8% | $9,540-99.9% |