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 | $55,813 | $85,202-34.5% | $172,739-67.7% | $72,985-23.5% |
| Participation rate | 72.0% | 70.1%+1.9pp | 82.6%-10.6pp | 69.5%+2.5pp |
| Annual return | 34.56% | 27.32%+7.2pp | 802.84%-768.3pp | 81.00%-46.4pp |
| Employer contribution / active EE | $1,656 | $3,324-50.2% | $5,143-67.8% | $2,440-32.1% |
| Participant deferral / active EE | $2,870 | $3,260-12.0% | $5,198-44.8% | $3,607-20.4% |
| Admin fee / account holder | $6 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |