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 | $29,054 | $105,998-72.6% | $92,233-68.5% | $147,584-80.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.47% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,089 | $4,333-74.9% | $3,679-70.4% | $4,876-77.7% |
| Participant deferral / active EE | $1,242 | $4,478-72.3% | $3,897-68.1% | $5,439-77.2% |
| Admin fee / account holder | $204 | $6,332-96.8% | $5,194-96.1% | $10,885-98.1% |