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 | $70,585 | $117,841-40.1% | $102,423-31.1% | $145,922-51.6% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 19.93% | 31.65%-11.7pp | 29.32%-9.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,117 | $3,615-41.4% | $3,023-30.0% | $4,660-54.6% |
| Participant deferral / active EE | $5,402 | $5,731-5.7% | $5,053+6.9% | $6,688-19.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |