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 | $36,878 | $64,324-42.7% | $118,925-69.0% | $79,858-53.8% |
| Participation rate | 88.6% | 64.9%+23.7pp | 75.4%+13.2pp | 69.6%+18.9pp |
| Annual return | 22.67% | 86.45%-63.8pp | 35.88%-13.2pp | 31.71%-9.0pp |
| Employer contribution / active EE | $2,800 | $1,836+52.5% | $3,263-14.2% | $2,471+13.3% |
| Participant deferral / active EE | $6,971 | $2,824+146.9% | $4,265+63.4% | $3,740+86.4% |
| Admin fee / account holder | $136 | $4,040-96.6% | $6,581-97.9% | $5,306-97.4% |