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 | $28,678 | $85,202-66.3% | $172,739-83.4% | $72,985-60.7% |
| Participation rate | 75.9% | 70.1%+5.8pp | 82.6%-6.8pp | 69.5%+6.4pp |
| Annual return | 20.55% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,847 | $3,324+15.7% | $5,143-25.2% | $2,440+57.7% |
| Participant deferral / active EE | $4,123 | $3,260+26.5% | $5,198-20.7% | $3,607+14.3% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |