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 | $30,753 | $73,515-58.2% | $62,995-51.2% | $147,584-79.2% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.8%+10.2pp | 82.8%+2.2pp |
| Annual return | 18.97% | 175.43%-156.5pp | 87.57%-68.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,844 | $3,320+15.8% | $2,759+39.3% | $4,876-21.2% |
| Participant deferral / active EE | $7,855 | $4,185+87.7% | $3,329+135.9% | $5,439+44.4% |
| Admin fee / account holder | $239 | $5,953-96.0% | $3,600-93.4% | $10,885-97.8% |