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 8-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 | $10,639 | $74,888-85.8% | $71,209-85.1% | $142,382-92.5% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.1%-6.2pp |
| Annual return | 17.10% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $531 | $2,854-81.4% | $2,721-80.5% | $4,299-87.6% |
| Participant deferral / active EE | $1,340 | $4,454-69.9% | $4,175-67.9% | $6,507-79.4% |
| Admin fee / account holder | $270 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |