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 | $70,099 | $105,998-33.9% | $92,233-24.0% | $147,584-52.5% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | 19.93% | 50.05%-30.1pp | 176.28%-156.4pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,126 | $4,333-74.0% | $3,679-69.4% | $4,876-76.9% |
| Participant deferral / active EE | $1,348 | $4,478-69.9% | $3,897-65.4% | $5,439-75.2% |
| Admin fee / account holder | $160 | $6,332-97.5% | $5,194-96.9% | $10,885-98.5% |