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 | $47,053 | $157,256-70.1% | $141,162-66.7% | $152,861-69.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.45% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,583 | $5,261-69.9% | $4,735-66.6% | $4,762-66.8% |
| Participant deferral / active EE | $4,188 | $7,109-41.1% | $6,709-37.6% | $5,850-28.4% |
| Admin fee / account holder | $59 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |