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 | $103,028 | $121,625-15.3% | $104,607-1.5% | $158,922-35.2% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 20.18% | 465.26%-445.1pp | 340.46%-320.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,777 | $3,163-43.8% | $2,681-33.7% | $4,761-62.7% |
| Participant deferral / active EE | $3,421 | $4,177-18.1% | $3,740-8.5% | $5,982-42.8% |
| Admin fee / account holder | $56 | $7,787-99.3% | $6,473-99.1% | $11,246-99.5% |