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 | $53,082 | $162,781-67.4% | $133,956-60.4% | $158,922-66.6% |
| Participation rate | 81.0% | 83.2%-2.3pp | 79.8%+1.1pp | 82.0%-1.0pp |
| Annual return | 16.33% | 41.94%-25.6pp | 45.09%-28.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,450 | $4,975-70.9% | $3,919-63.0% | $4,761-69.5% |
| Participant deferral / active EE | $3,018 | $5,911-48.9% | $5,048-40.2% | $5,982-49.5% |
| Admin fee / account holder | $9 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |