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 | $29,873 | $98,240-69.6% | $82,313-63.7% | $147,584-79.8% |
| Participation rate | 91.3% | 79.7%+11.6pp | 76.9%+14.4pp | 82.8%+8.5pp |
| Annual return | 16.13% | 30.85%-14.7pp | 25.88%-9.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,852 | $3,192-42.0% | $2,428-23.7% | $4,876-62.0% |
| Participant deferral / active EE | $3,422 | $4,383-21.9% | $3,706-7.7% | $5,439-37.1% |
| Admin fee / account holder | $6 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |