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 | $29,458 | $121,625-75.8% | $104,607-71.8% | $158,922-81.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 22.01% | 465.26%-443.3pp | 340.46%-318.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,780 | $3,163-43.7% | $2,681-33.6% | $4,761-62.6% |
| Participant deferral / active EE | $3,464 | $4,177-17.1% | $3,740-7.4% | $5,982-42.1% |
| Admin fee / account holder | $153 | $7,787-98.0% | $6,473-97.6% | $11,246-98.6% |