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 | $169,824 | $115,770+46.7% | $101,248+67.7% | $158,922+6.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 17.47% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,829 | $4,175-56.2% | $3,660-50.0% | $4,761-61.6% |
| Participant deferral / active EE | $4,882 | $4,957-1.5% | $4,370+11.7% | $5,982-18.4% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |