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 | $95,460 | $144,119-33.8% | $117,854-19.0% | $147,584-35.3% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 18.67% | 531.15%-512.5pp | 335.08%-316.4pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,909 | $4,896-61.0% | $3,786-49.6% | $4,876-60.9% |
| Participant deferral / active EE | $6,448 | $5,316+21.3% | $4,482+43.9% | $5,439+18.6% |
| Admin fee / account holder | $58 | $10,886-99.5% | $8,020-99.3% | $10,885-99.5% |