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 | $26,840 | $112,881-76.2% | $90,951-70.5% | $158,922-83.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 22.89% | 215.79%-192.9pp | 134.60%-111.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,461 | $2,893-14.9% | $2,122+16.0% | $4,761-48.3% |
| Participant deferral / active EE | $4,986 | $4,128+20.8% | $3,373+47.8% | $5,982-16.6% |
| Admin fee / account holder | $22 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |