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 | $46,674 | $85,766-45.6% | $136,294-65.8% | $70,131-33.4% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 66.73% | 31.45%+35.3pp | 5155.94%-5089.2pp | 73.14%-6.4pp |
| Employer contribution / active EE | $3,755 | $2,966+26.6% | $4,695-20.0% | $2,342+60.3% |
| Participant deferral / active EE | $4,340 | $5,051-14.1% | $6,247-30.5% | $3,332+30.3% |
| Admin fee / account holder | $118 | $5,420-97.8% | $9,243-98.7% | $4,645-97.5% |