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 | $40,898 | $149,040-72.6% | $120,225-66.0% | $137,256-70.2% |
| Participation rate | 78.6% | 75.4%+3.2pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 14.34% | 605.68%-591.3pp | 439.23%-424.9pp | 220.34%-206.0pp |
| Employer contribution / active EE | $835 | $4,350-80.8% | $3,475-76.0% | $4,156-79.9% |
| Participant deferral / active EE | $2,181 | $4,655-53.2% | $3,999-45.5% | $6,407-66.0% |
| Admin fee / account holder | $10 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |