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 | $32,653 | $99,079-67.0% | $77,999-58.1% | $273,961-88.1% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.5%+3.6pp | 83.0%-3.8pp |
| Annual return | 8.56% | 217.93%-209.4pp | 425.96%-417.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $5,078 | $3,308+53.5% | $2,470+105.6% | $4,869+4.3% |
| Participant deferral / active EE | $2,902 | $4,306-32.6% | $3,497-17.0% | $5,287-45.1% |
| Admin fee / account holder | $33 | $8,954-99.6% | $5,480-99.4% | $10,132-99.7% |