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 | $45,502 | $65,561-30.6% | $86,188-47.2% | $75,163-39.5% |
| Participation rate | 92.0% | 60.5%+31.5pp | 69.0%+23.0pp | 67.2%+24.8pp |
| Annual return | 16.64% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,250 | $1,553+44.9% | $2,380-5.5% | $2,670-15.7% |
| Participant deferral / active EE | $5,650 | $3,024+86.9% | $3,985+41.8% | $4,125+37.0% |
| Admin fee / account holder | $241 | $5,474-95.6% | $6,852-96.5% | $5,651-95.7% |