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 | $32,293 | $144,119-77.6% | $117,854-72.6% | $147,584-78.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 18.90% | 531.15%-512.2pp | 335.08%-316.2pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,799 | $4,896-42.8% | $3,786-26.1% | $4,876-42.6% |
| Participant deferral / active EE | $4,813 | $5,316-9.5% | $4,482+7.4% | $5,439-11.5% |
| Admin fee / account holder | $169 | $10,886-98.4% | $8,020-97.9% | $10,885-98.4% |