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 | $27,998 | $159,901-82.5% | $146,958-80.9% | $145,922-80.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.43% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,014 | $5,286-24.1% | $4,933-18.6% | $4,660-13.8% |
| Participant deferral / active EE | $7,837 | $8,428-7.0% | $8,070-2.9% | $6,688+17.2% |
| Admin fee / account holder | $114 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |