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 | $61,101 | $82,630-26.1% | $64,105-4.7% | $125,391-51.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 68.2%+23.5pp | 83.2%+8.5pp |
| Annual return | 19.29% | 1489.72%-1470.4pp | 791.24%-771.9pp | 282.22%-262.9pp |
| Employer contribution / active EE | $1,860 | $2,671-30.4% | $1,820+2.2% | $4,866-61.8% |
| Participant deferral / active EE | $5,301 | $3,608+46.9% | $2,822+87.9% | $5,352-0.9% |
| Admin fee / account holder | $109 | $6,382-98.3% | $4,499-97.6% | $9,540-98.9% |