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 | $60,614 | $102,616-40.9% | $81,983-26.1% | $158,922-61.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 22.19% | 61.04%-38.9pp | 41.31%-19.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $4,493 | $3,240+38.7% | $2,498+79.9% | $4,761-5.6% |
| Participant deferral / active EE | $5,433 | $4,648+16.9% | $3,722+46.0% | $5,982-9.2% |
| Admin fee / account holder | $110 | $8,235-98.7% | $5,664-98.1% | $11,246-99.0% |