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 | $103,265 | $106,890-3.4% | $84,015+22.9% | $152,861-32.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 25.96% | 104.99%-79.0pp | 71.31%-45.3pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,789 | $2,734-34.6% | $1,983-9.8% | $4,762-62.4% |
| Participant deferral / active EE | $3,924 | $4,011-2.2% | $3,239+21.1% | $5,850-32.9% |
| Admin fee / account holder | $207 | $8,285-97.5% | $6,101-96.6% | $11,596-98.2% |