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 | $100,323 | $69,207+45.0% | $64,056+56.6% | $139,434-28.0% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.3%+0.4pp | 80.3%-7.6pp |
| Annual return | 17.09% | 45.88%-28.8pp | 33.69%-16.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,155 | $3,182-0.8% | $2,747+14.9% | $4,751-33.6% |
| Participant deferral / active EE | $8,778 | $4,682+87.5% | $3,880+126.2% | $6,710+30.8% |
| Admin fee / account holder | $29 | $4,244-99.3% | $3,068-99.1% | $11,403-99.7% |