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 7-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 | $34,059 | $159,901-78.7% | $146,958-76.8% | $145,922-76.7% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.84% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,288 | $5,286-37.8% | $4,933-33.4% | $4,660-29.4% |
| Participant deferral / active EE | $5,230 | $8,428-37.9% | $8,070-35.2% | $6,688-21.8% |
| Admin fee / account holder | $14 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |