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 | $210,589 | $112,096+87.9% | $95,952+119.5% | $158,922+32.5% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 12.89% | 171.09%-158.2pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $945 | $3,198-70.4% | $2,541-62.8% | $4,761-80.1% |
| Participant deferral / active EE | $1,922 | $4,784-59.8% | $4,167-53.9% | $5,982-67.9% |
| Admin fee / account holder | $24 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |