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 | $65,132 | $107,334-39.3% | $92,893-29.9% | $152,861-57.4% |
| Participation rate | 82.6% | 79.8%+2.8pp | 76.0%+6.6pp | 82.4%+0.2pp |
| Annual return | 23.65% | 145.58%-121.9pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,412 | $4,221-19.2% | $3,653-6.6% | $4,762-28.4% |
| Participant deferral / active EE | $6,287 | $4,845+29.8% | $4,236+48.4% | $5,850+7.5% |
| Admin fee / account holder | $219 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |