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 | $41,200 | $106,890-61.5% | $84,015-51.0% | $152,861-73.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 8.60% | 104.99%-96.4pp | 71.31%-62.7pp | 345.32%-336.7pp |
| Employer contribution / active EE | $991 | $2,734-63.7% | $1,983-50.0% | $4,762-79.2% |
| Participant deferral / active EE | $991 | $4,011-75.3% | $3,239-69.4% | $5,850-83.1% |
| Admin fee / account holder | $25 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |