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 | $94,270 | $48,046+96.2% | $84,611+11.4% | $72,985+29.2% |
| Participation rate | 97.3% | 57.6%+39.7pp | 68.2%+29.1pp | 69.5%+27.8pp |
| Annual return | 37.14% | 37.38%-0.2pp | 258.74%-221.6pp | 81.00%-43.9pp |
| Employer contribution / active EE | $7,786 | $1,602+386.1% | $2,652+193.6% | $2,440+219.1% |
| Participant deferral / active EE | $10,252 | $2,680+282.5% | $3,899+163.0% | $3,607+184.2% |
| Admin fee / account holder | $133 | $3,395-96.1% | $4,912-97.3% | $5,124-97.4% |