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 | $31,231 | $107,334-70.9% | $92,893-66.4% | $152,861-79.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 20.84% | 145.58%-124.7pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,977 | $4,221-53.2% | $3,653-45.9% | $4,762-58.5% |
| Participant deferral / active EE | $5,714 | $4,845+17.9% | $4,236+34.9% | $5,850-2.3% |
| Admin fee / account holder | $44 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |