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 | $71,166 | $111,724-36.3% | $93,606-24.0% | $145,922-51.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 12.95% | 202.98%-190.0pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,001 | $3,090-67.6% | $2,420-58.6% | $4,660-78.5% |
| Participant deferral / active EE | $4,600 | $4,912-6.3% | $4,411+4.3% | $6,688-31.2% |
| Admin fee / account holder | $7 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |