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 | $28,342 | $114,047-75.1% | $96,139-70.5% | $167,490-83.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 21.78% | 189.88%-168.1pp | 191.94%-170.2pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,301 | $3,427-62.0% | $2,797-53.5% | $4,837-73.1% |
| Participant deferral / active EE | $1,679 | $5,194-67.7% | $4,349-61.4% | $6,341-73.5% |
| Admin fee / account holder | $18 | $6,897-99.7% | $5,537-99.7% | $12,309-99.9% |