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 | $58,727 | $90,348-35.0% | $75,972-22.7% | $145,922-59.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 11.00% | 620.88%-609.9pp | 359.55%-348.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,833 | $3,311-44.6% | $2,685-31.7% | $4,660-60.7% |
| Participant deferral / active EE | $6,644 | $5,162+28.7% | $4,255+56.1% | $6,688-0.6% |
| Admin fee / account holder | $268 | $8,467-96.8% | $6,467-95.9% | $13,397-98.0% |