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 | $33,488 | $117,841-71.6% | $102,423-67.3% | $145,922-77.1% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 10.39% | 31.65%-21.3pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,222 | $3,615-66.2% | $3,023-59.6% | $4,660-73.8% |
| Participant deferral / active EE | $1,823 | $5,731-68.2% | $5,053-63.9% | $6,688-72.7% |
| Admin fee / account holder | $21 | $13,326-99.8% | $9,451-99.8% | $13,397-99.8% |