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 | $38,183 | $73,515-48.1% | $62,995-39.4% | $147,584-74.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 27.05% | 175.43%-148.4pp | 87.57%-60.5pp | 578.55%-551.5pp |
| Employer contribution / active EE | $5,618 | $3,320+69.2% | $2,759+103.6% | $4,876+15.2% |
| Participant deferral / active EE | $7,287 | $4,185+74.1% | $3,329+118.9% | $5,439+34.0% |
| Admin fee / account holder | $20 | $5,953-99.7% | $3,600-99.4% | $10,885-99.8% |