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 | $21,641 | $114,047-81.0% | $96,139-77.5% | $167,490-87.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 15.43% | 189.88%-174.4pp | 191.94%-176.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,358 | $3,427-60.4% | $2,797-51.4% | $4,837-71.9% |
| Participant deferral / active EE | $1,599 | $5,194-69.2% | $4,349-63.2% | $6,341-74.8% |
| Admin fee / account holder | $116 | $6,897-98.3% | $5,537-97.9% | $12,309-99.1% |