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 | $24,654 | $114,381-78.4% | $107,525-77.1% | $142,382-82.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 15.92% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,639 | $4,015+15.5% | $3,754+23.6% | $4,299+7.9% |
| Participant deferral / active EE | $2,493 | $5,564-55.2% | $5,116-51.3% | $6,507-61.7% |
| Admin fee / account holder | $21 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |