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 | $51,617 | $121,625-57.6% | $104,607-50.7% | $158,922-67.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 12.94% | 465.26%-452.3pp | 340.46%-327.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,998 | $3,163-36.8% | $2,681-25.5% | $4,761-58.0% |
| Participant deferral / active EE | $5,818 | $4,177+39.3% | $3,740+55.6% | $5,982-2.7% |
| Admin fee / account holder | $11 | $7,787-99.9% | $6,473-99.8% | $11,246-99.9% |