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 | $60,994 | $99,020-38.4% | $86,590-29.6% | $147,584-58.7% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 14.28% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,106 | $3,132-32.8% | $2,839-25.8% | $4,876-56.8% |
| Participant deferral / active EE | $1,378 | $3,972-65.3% | $3,609-61.8% | $5,439-74.7% |
| Admin fee / account holder | $108 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |