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 | $62,775 | $183,519-65.8% | $155,509-59.6% | $145,922-57.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 18.15% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,290 | $5,313-75.7% | $4,672-72.4% | $4,660-72.3% |
| Participant deferral / active EE | $6,022 | $6,462-6.8% | $5,626+7.0% | $6,688-10.0% |
| Admin fee / account holder | $14 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |