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 | $55,334 | $149,040-62.9% | $120,225-54.0% | $137,256-59.7% |
| Participation rate | 94.4% | 75.4%+19.0pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 16.86% | 605.68%-588.8pp | 439.23%-422.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,417 | $4,350-21.4% | $3,475-1.7% | $4,156-17.8% |
| Participant deferral / active EE | $4,767 | $4,655+2.4% | $3,999+19.2% | $6,407-25.6% |
| Admin fee / account holder | $160 | $6,348-97.5% | $5,696-97.2% | $12,270-98.7% |