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 | $158,398-74.2% | $126,539-67.7% | $142,382-71.3% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 14.34% | 593.76%-579.4pp | 425.95%-411.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $835 | $4,650-82.0% | $3,674-77.3% | $4,299-80.6% |
| Participant deferral / active EE | $2,181 | $4,767-54.3% | $4,083-46.6% | $6,507-66.5% |
| Admin fee / account holder | $10 | $6,918-99.9% | $6,065-99.8% | $12,624-99.9% |