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 | $24,243 | $157,256-84.6% | $141,162-82.8% | $152,861-84.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 136.85% | 64.32%+72.5pp | 71.39%+65.5pp | 345.32%-208.5pp |
| Employer contribution / active EE | $1,589 | $5,261-69.8% | $4,735-66.4% | $4,762-66.6% |
| Participant deferral / active EE | $6,081 | $7,109-14.5% | $6,709-9.4% | $5,850+3.9% |
| Admin fee / account holder | $69 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |