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 | $65,581 | $179,726-63.5% | $156,263-58.0% | $142,382-53.9% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 17.95% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,244 | $5,069-55.7% | $4,333-48.2% | $4,299-47.8% |
| Participant deferral / active EE | $4,729 | $6,956-32.0% | $6,158-23.2% | $6,507-27.3% |
| Admin fee / account holder | $9 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |