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 | $23,881 | $102,966-76.8% | $90,281-73.5% | $152,861-84.4% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 24.54% | 95.16%-70.6pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,380 | $3,139-56.0% | $2,854-51.7% | $4,762-71.0% |
| Participant deferral / active EE | $1,973 | $4,281-53.9% | $3,885-49.2% | $5,850-66.3% |
| Admin fee / account holder | $31 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |