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 | $33,260 | $102,966-67.7% | $90,281-63.2% | $152,861-78.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 25.90% | 95.16%-69.3pp | 78.10%-52.2pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,088 | $3,139-65.3% | $2,854-61.9% | $4,762-77.1% |
| Participant deferral / active EE | $4,637 | $4,281+8.3% | $3,885+19.3% | $5,850-20.7% |
| Admin fee / account holder | $13 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |