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 | $64,397 | $209,411-69.2% | $178,490-63.9% | $158,922-59.5% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 14.91% | 188.75%-173.8pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,644 | $5,706-36.1% | $5,011-27.3% | $4,761-23.5% |
| Participant deferral / active EE | $6,269 | $5,954+5.3% | $5,202+20.5% | $5,982+4.8% |
| Admin fee / account holder | $127 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |