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 | $23,104 | $109,327-78.9% | $89,391-74.2% | $158,922-85.5% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 22.00% | 345.68%-323.7pp | 245.62%-223.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,124 | $3,170-64.5% | $2,586-56.5% | $4,761-76.4% |
| Participant deferral / active EE | $3,981 | $4,598-13.4% | $3,890+2.3% | $5,982-33.4% |
| Admin fee / account holder | $128 | $6,153-97.9% | $4,881-97.4% | $11,246-98.9% |