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 6-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 | $34,093 | $183,592-81.4% | $155,567-78.1% | $145,959-76.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.80% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,205 | $5,315-77.3% | $4,674-74.2% | $4,661-74.2% |
| Participant deferral / active EE | $12,278 | $6,464+89.9% | $5,628+118.2% | $6,689+83.6% |
| Admin fee / account holder | $146 | $19,318-99.2% | $15,916-99.1% | $13,398-98.9% |