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 | $71,890 | $102,966-30.2% | $90,281-20.4% | $152,861-53.0% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 25.55% | 95.16%-69.6pp | 78.10%-52.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $5,133 | $3,139+63.5% | $2,854+79.8% | $4,762+7.8% |
| Participant deferral / active EE | $7,132 | $4,281+66.6% | $3,885+83.5% | $5,850+21.9% |
| Admin fee / account holder | $11 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |