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 | $29,422 | $93,346-68.5% | $71,796-59.0% | $273,961-89.3% |
| Participation rate | 86.4% | 76.5%+9.8pp | 69.1%+17.3pp | 83.0%+3.3pp |
| Annual return | 10.27% | 130.39%-120.1pp | 78.04%-67.8pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,704 | $2,733+72.1% | $1,924+144.4% | $4,869-3.4% |
| Participant deferral / active EE | $1,933 | $3,475-44.4% | $2,794-30.8% | $5,287-63.4% |
| Admin fee / account holder | $272 | $6,571-95.9% | $4,815-94.4% | $10,132-97.3% |