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 | $105,999 | $157,256-32.6% | $141,162-24.9% | $152,861-30.7% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 19.88% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $5,702 | $5,261+8.4% | $4,735+20.4% | $4,762+19.7% |
| Participant deferral / active EE | $6,089 | $7,109-14.4% | $6,709-9.2% | $5,850+4.1% |
| Admin fee / account holder | $62 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |