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 | $85,949 | $165,912-48.2% | $122,332-29.7% | $147,584-41.8% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 15.18% | 34.55%-19.4pp | 30.27%-15.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,408 | $5,754-75.5% | $4,050-65.2% | $4,876-71.1% |
| Participant deferral / active EE | $1,997 | $4,005-50.1% | $3,287-39.3% | $5,439-63.3% |
| Admin fee / account holder | $130 | $7,424-98.3% | $5,478-97.6% | $10,885-98.8% |