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 | $63,887 | $105,998-39.7% | $92,233-30.7% | $147,584-56.7% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 17.18% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,472 | $4,333-19.9% | $3,679-5.6% | $4,876-28.8% |
| Participant deferral / active EE | $6,588 | $4,478+47.1% | $3,897+69.1% | $5,439+21.1% |
| Admin fee / account holder | $192 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |