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 | $72,076 | $102,317-29.6% | $146,958-51.0% | $80,856-10.9% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 46.21% | 134.76%-88.6pp | 418.34%-372.1pp | 35.59%+10.6pp |
| Employer contribution / active EE | $2,563 | $3,713-31.0% | $4,933-48.1% | $2,755-7.0% |
| Participant deferral / active EE | $5,437 | $6,644-18.2% | $8,070-32.6% | $4,296+26.6% |
| Admin fee / account holder | $132 | $7,941-98.3% | $12,998-99.0% | $6,918-98.1% |