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 | $82,739 | $63,346+30.6% | $92,233-10.3% | $70,131+18.0% |
| Participation rate | 91.2% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.6pp |
| Annual return | 17.58% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,006 | $2,471-18.8% | $3,679-45.5% | $2,342-14.4% |
| Participant deferral / active EE | $4,184 | $2,854+46.6% | $3,897+7.4% | $3,332+25.6% |
| Admin fee / account holder | $124 | $3,840-96.8% | $5,194-97.6% | $4,645-97.3% |