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 | $58,863 | $115,770-49.2% | $101,248-41.9% | $158,922-63.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 12.21% | 56.14%-43.9pp | 46.47%-34.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $841 | $4,175-79.9% | $3,660-77.0% | $4,761-82.3% |
| Participant deferral / active EE | $2,492 | $4,957-49.7% | $4,370-43.0% | $5,982-58.3% |
| Admin fee / account holder | $60 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |