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 | $37,733 | $111,724-66.2% | $93,606-59.7% | $145,922-74.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 9.69% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $819 | $3,090-73.5% | $2,420-66.2% | $4,660-82.4% |
| Participant deferral / active EE | $1,328 | $4,912-73.0% | $4,411-69.9% | $6,688-80.1% |
| Admin fee / account holder | $53 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |