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 | $180,196 | $99,652+80.8% | $78,778+128.7% | $147,584+22.1% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.2%+4.5pp | 82.8%-9.1pp |
| Annual return | 15.81% | 47.28%-31.5pp | 35.62%-19.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,146 | $2,796-59.0% | $1,986-42.3% | $4,876-76.5% |
| Participant deferral / active EE | $3,584 | $3,664-2.2% | $2,958+21.1% | $5,439-34.1% |
| Admin fee / account holder | $24 | $7,155-99.7% | $5,134-99.5% | $10,885-99.8% |