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 | $30,772 | $99,020-68.9% | $86,590-64.5% | $147,584-79.1% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 204.59% | 1312.34%-1107.7pp | 964.84%-760.2pp | 578.55%-374.0pp |
| Employer contribution / active EE | $1,462 | $3,132-53.3% | $2,839-48.5% | $4,876-70.0% |
| Participant deferral / active EE | $3,107 | $3,972-21.8% | $3,609-13.9% | $5,439-42.9% |
| Admin fee / account holder | $116 | $5,710-98.0% | $4,906-97.6% | $10,885-98.9% |