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 | $34,136 | $106,890-68.1% | $84,015-59.4% | $152,861-77.7% |
| Participation rate | 89.5% | 75.2%+14.2pp | 69.0%+20.5pp | 82.4%+7.0pp |
| Annual return | 8.45% | 104.99%-96.5pp | 71.31%-62.9pp | 345.32%-336.9pp |
| Employer contribution / active EE | $2,888 | $2,734+5.6% | $1,983+45.6% | $4,762-39.4% |
| Participant deferral / active EE | $4,204 | $4,011+4.8% | $3,239+29.8% | $5,850-28.1% |
| Admin fee / account holder | $153 | $8,285-98.2% | $6,101-97.5% | $11,596-98.7% |