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 | $62,230 | $74,888-16.9% | $71,209-12.6% | $142,382-56.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 84.01% | 345.14%-261.1pp | 282.51%-198.5pp | 217.08%-133.1pp |
| Employer contribution / active EE | $1,386 | $2,854-51.4% | $2,721-49.0% | $4,299-67.8% |
| Participant deferral / active EE | $5,790 | $4,454+30.0% | $4,175+38.7% | $6,507-11.0% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |