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 | $28,731 | $105,998-72.9% | $92,233-68.8% | $147,584-80.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 20.86% | 50.05%-29.2pp | 176.28%-155.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,442 | $4,333-43.6% | $3,679-33.6% | $4,876-49.9% |
| Participant deferral / active EE | $3,386 | $4,478-24.4% | $3,897-13.1% | $5,439-37.7% |
| Admin fee / account holder | $16 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |