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 | $37,114 | $104,907-64.6% | $84,611-56.1% | $152,861-75.7% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 21.92% | 373.79%-351.9pp | 258.74%-236.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,025 | $3,302-8.4% | $2,652+14.1% | $4,762-36.5% |
| Participant deferral / active EE | $6,898 | $4,688+47.1% | $3,899+76.9% | $5,850+17.9% |
| Admin fee / account holder | $29 | $6,241-99.5% | $4,912-99.4% | $11,596-99.7% |