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 | $48,864 | $106,890-54.3% | $84,015-41.8% | $152,861-68.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 22.69% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,067 | $2,734-24.4% | $1,983+4.2% | $4,762-56.6% |
| Participant deferral / active EE | $4,732 | $4,011+18.0% | $3,239+46.1% | $5,850-19.1% |
| Admin fee / account holder | $253 | $8,285-96.9% | $6,101-95.8% | $11,596-97.8% |