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 | $48,365 | $105,998-54.4% | $92,233-47.6% | $147,584-67.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 14.10% | 50.05%-35.9pp | 176.28%-162.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,285 | $4,333-70.4% | $3,679-65.1% | $4,876-73.7% |
| Participant deferral / active EE | $2,923 | $4,478-34.7% | $3,897-25.0% | $5,439-46.3% |
| Admin fee / account holder | $145 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |