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 | $24,722 | $226,064-89.1% | $182,532-86.5% | $152,861-83.8% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 21.26% | 192.51%-171.2pp | 148.54%-127.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $964 | $4,978-80.6% | $4,076-76.4% | $4,762-79.8% |
| Participant deferral / active EE | $1,599 | $6,368-74.9% | $5,524-71.1% | $5,850-72.7% |
| Admin fee / account holder | $75 | $10,703-99.3% | $8,592-99.1% | $11,596-99.4% |