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 | $55,306 | $73,515-24.8% | $62,995-12.2% | $147,584-62.5% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 12.03% | 175.43%-163.4pp | 87.57%-75.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $887 | $3,320-73.3% | $2,759-67.9% | $4,876-81.8% |
| Participant deferral / active EE | $3,553 | $4,185-15.1% | $3,329+6.7% | $5,439-34.7% |
| Admin fee / account holder | $168 | $5,953-97.2% | $3,600-95.3% | $10,885-98.5% |