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 | $30,603 | $73,515-58.4% | $62,995-51.4% | $147,584-79.3% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 18.06% | 175.43%-157.4pp | 87.57%-69.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,057 | $3,320-38.0% | $2,759-25.4% | $4,876-57.8% |
| Participant deferral / active EE | $2,289 | $4,185-45.3% | $3,329-31.2% | $5,439-57.9% |
| Admin fee / account holder | $294 | $5,953-95.1% | $3,600-91.8% | $10,885-97.3% |