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 | $33,745 | $157,256-78.5% | $141,162-76.1% | $152,861-77.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 95.07% | 64.32%+30.7pp | 71.39%+23.7pp | 345.32%-250.2pp |
| Employer contribution / active EE | $4,260 | $5,261-19.0% | $4,735-10.0% | $4,762-10.5% |
| Participant deferral / active EE | $5,854 | $7,109-17.7% | $6,709-12.7% | $5,850+0.1% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |