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 | $52,271 | $63,346-17.5% | $92,233-43.3% | $70,131-25.5% |
| Participation rate | 71.0% | 68.7%+2.3pp | 76.5%-5.5pp | 69.5%+1.4pp |
| Annual return | 16.84% | 530.12%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,293 | $2,471-47.7% | $3,679-64.9% | $2,342-44.8% |
| Participant deferral / active EE | $2,054 | $2,854-28.0% | $3,897-47.3% | $3,332-38.4% |
| Admin fee / account holder | $9 | $3,840-99.8% | $5,194-99.8% | $4,645-99.8% |