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 | $123,824 | $133,922-7.5% | $116,228+6.5% | $142,382-13.0% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 16.19% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,025 | $3,446-41.2% | $2,994-32.4% | $4,299-52.9% |
| Participant deferral / active EE | $4,404 | $5,672-22.3% | $4,953-11.1% | $6,507-32.3% |
| Admin fee / account holder | $3 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |