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 | $36,177 | $105,998-65.9% | $92,233-60.8% | $147,584-75.5% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 18.71% | 50.05%-31.3pp | 176.28%-157.6pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,571 | $4,333-40.7% | $3,679-30.1% | $4,876-47.3% |
| Participant deferral / active EE | $6,963 | $4,478+55.5% | $3,897+78.7% | $5,439+28.0% |
| Admin fee / account holder | $140 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |