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 | $23,901 | $202,432-88.2% | $169,368-85.9% | $139,434-82.9% |
| Participation rate | 86.7% | 81.1%+5.6pp | 77.1%+9.5pp | 80.3%+6.3pp |
| Annual return | 21.86% | 531.74%-509.9pp | 405.60%-383.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,217 | $4,692-52.7% | $4,013-44.7% | $4,751-53.3% |
| Participant deferral / active EE | $4,190 | $6,938-39.6% | $6,221-32.7% | $6,710-37.6% |
| Admin fee / account holder | $52 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |