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 3-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 | $66,793 | $104,974-36.4% | $95,585-30.1% | $142,382-53.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 12.46% | 210.33%-197.9pp | 38.56%-26.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $952 | $2,779-65.7% | $2,527-62.3% | $4,299-77.9% |
| Participant deferral / active EE | $1,972 | $4,352-54.7% | $4,023-51.0% | $6,507-69.7% |
| Admin fee / account holder | $143 | $6,386-97.8% | $6,127-97.7% | $12,624-98.9% |