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 | $35,323 | $81,632-56.7% | $70,449-49.9% | $158,922-77.8% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 19.31% | 208.40%-189.1pp | 109.03%-89.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,694 | $3,217-16.3% | $2,737-1.6% | $4,761-43.4% |
| Participant deferral / active EE | $6,057 | $4,554+33.0% | $3,709+63.3% | $5,982+1.2% |
| Admin fee / account holder | $9 | $6,193-99.9% | $3,845-99.8% | $11,246-99.9% |