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 3-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 | $22,078 | $109,982-79.9% | $97,226-77.3% | $145,922-84.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 29.18% | 242.90%-213.7pp | 75.13%-46.0pp | 561.29%-532.1pp |
| Employer contribution / active EE | $1,779 | $3,084-42.3% | $2,729-34.8% | $4,660-61.8% |
| Participant deferral / active EE | $3,610 | $4,676-22.8% | $4,264-15.3% | $6,688-46.0% |
| Admin fee / account holder | $127 | $6,221-98.0% | $5,654-97.7% | $13,397-99.0% |