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 | $100,725 | $115,770-13.0% | $101,248-0.5% | $158,922-36.6% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 15.30% | 56.14%-40.8pp | 46.47%-31.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,437 | $4,175-65.6% | $3,660-60.7% | $4,761-69.8% |
| Participant deferral / active EE | $3,584 | $4,957-27.7% | $4,370-18.0% | $5,982-40.1% |
| Admin fee / account holder | $277 | $7,245-96.2% | $5,945-95.3% | $11,246-97.5% |