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 | $83,762 | $105,998-21.0% | $92,233-9.2% | $147,584-43.2% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 18.59% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,258 | $4,333-71.0% | $3,679-65.8% | $4,876-74.2% |
| Participant deferral / active EE | $5,979 | $4,478+33.5% | $3,897+53.4% | $5,439+9.9% |
| Admin fee / account holder | $39 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |