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 | $36,217 | $112,881-67.9% | $90,951-60.2% | $158,922-77.2% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 16.23% | 215.79%-199.6pp | 134.60%-118.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,276 | $2,893-55.9% | $2,122-39.9% | $4,761-73.2% |
| Participant deferral / active EE | $3,780 | $4,128-8.4% | $3,373+12.1% | $5,982-36.8% |
| Admin fee / account holder | $155 | $8,041-98.1% | $5,959-97.4% | $11,246-98.6% |