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 | $27,122 | $202,432-86.6% | $169,368-84.0% | $139,434-80.5% |
| Participation rate | 72.7% | 81.1%-8.3pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 34.82% | 531.74%-496.9pp | 405.60%-370.8pp | 372.94%-338.1pp |
| Employer contribution / active EE | $1,849 | $4,692-60.6% | $4,013-53.9% | $4,751-61.1% |
| Participant deferral / active EE | $3,562 | $6,938-48.7% | $6,221-42.7% | $6,710-46.9% |
| Admin fee / account holder | $12 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |