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 | $22,176 | $96,484-77.0% | $75,886-70.8% | $152,861-85.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 24.84% | 33.98%-9.1pp | 30.76%-5.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,444 | $3,309+34.3% | $2,500+77.7% | $4,762-6.7% |
| Participant deferral / active EE | $8,250 | $4,553+81.2% | $3,603+129.0% | $5,850+41.0% |
| Admin fee / account holder | $79 | $8,078-99.0% | $5,418-98.5% | $11,596-99.3% |