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 | $81,292 | $27,915+191.2% | $58,482+39.0% | $75,163+8.2% |
| Participation rate | 90.3% | 38.8%+51.5pp | 50.9%+39.5pp | 67.2%+23.1pp |
| Annual return | 24.42% | 44.20%-19.8pp | 4239.32%-4214.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $1,070 | $669+59.9% | $1,053+1.6% | $2,670-59.9% |
| Participant deferral / active EE | $2,490 | $1,201+107.3% | $1,924+29.5% | $4,125-39.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |