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 | $26,126 | $98,750-73.5% | $149,696-82.5% | $79,858-67.3% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 23.59% | 27.43%-3.8pp | 276.60%-253.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $2,839 | $3,216-11.7% | $4,644-38.9% | $2,471+14.9% |
| Participant deferral / active EE | $3,927 | $5,680-30.9% | $6,842-42.6% | $3,740+5.0% |
| Admin fee / account holder | $126 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |