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 | $31,370 | $107,334-70.8% | $92,893-66.2% | $152,861-79.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 21.02% | 145.58%-124.6pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $5,620 | $4,221+33.1% | $3,653+53.9% | $4,762+18.0% |
| Participant deferral / active EE | $4,616 | $4,845-4.7% | $4,236+9.0% | $5,850-21.1% |
| Admin fee / account holder | $70 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |