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 | $54,278 | $210,698-74.2% | $178,014-69.5% | $145,959-62.8% |
| Participation rate | 82.6% | 80.8%+1.8pp | 77.1%+5.5pp | 80.3%+2.3pp |
| Annual return | 13.96% | 386.27%-372.3pp | 294.80%-280.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,507 | $4,567-23.2% | $3,950-11.2% | $4,661-24.8% |
| Participant deferral / active EE | $3,303 | $6,958-52.5% | $6,276-47.4% | $6,689-50.6% |
| Admin fee / account holder | $49 | $12,016-99.6% | $10,362-99.5% | $13,398-99.6% |