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 | $15,553 | $101,069-84.6% | $81,478-80.9% | $147,584-89.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 27.72% | 32.40%-4.7pp | 38.78%-11.1pp | 578.55%-550.8pp |
| Employer contribution / active EE | $1,769 | $3,205-44.8% | $2,568-31.1% | $4,876-63.7% |
| Participant deferral / active EE | $5,625 | $4,242+32.6% | $3,537+59.0% | $5,439+3.4% |
| Admin fee / account holder | $11 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |