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 | $88,878 | $99,079-10.3% | $77,999+13.9% | $273,961-67.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 24.51% | 217.93%-193.4pp | 425.96%-401.5pp | 41.45%-16.9pp |
| Employer contribution / active EE | $2,001 | $3,308-39.5% | $2,470-19.0% | $4,869-58.9% |
| Participant deferral / active EE | $6,292 | $4,306+46.1% | $3,497+79.9% | $5,287+19.0% |
| Admin fee / account holder | $73 | $8,954-99.2% | $5,480-98.7% | $10,132-99.3% |