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 | $32,187 | $159,901-79.9% | $146,958-78.1% | $145,922-77.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 27.69% | 98.13%-70.4pp | 418.34%-390.6pp | 561.29%-533.6pp |
| Employer contribution / active EE | $1,635 | $5,286-69.1% | $4,933-66.9% | $4,660-64.9% |
| Participant deferral / active EE | $3,589 | $8,428-57.4% | $8,070-55.5% | $6,688-46.3% |
| Admin fee / account holder | $130 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |