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 | $11,933 | $90,600-86.8% | $79,464-85.0% | $135,375-91.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 4.90% | 977.43%-972.5pp | 718.14%-713.2pp | 519.73%-514.8pp |
| Employer contribution / active EE | $1,087 | $3,068-64.6% | $2,800-61.2% | $4,779-77.3% |
| Participant deferral / active EE | $1,255 | $4,050-69.0% | $3,704-66.1% | $5,609-77.6% |
| Admin fee / account holder | $14 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |