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 | $27,782 | $175,202-84.1% | $149,673-81.4% | $139,434-80.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 22.15% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,176 | $5,474-42.0% | $4,818-34.1% | $4,751-33.2% |
| Participant deferral / active EE | $4,231 | $6,519-35.1% | $5,680-25.5% | $6,710-36.9% |
| Admin fee / account holder | $97 | $16,150-99.4% | $13,210-99.3% | $11,403-99.1% |