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 | $40,002 | $105,931-62.2% | $81,930-51.2% | $158,922-74.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 16.94% | 38.17%-21.2pp | 29.49%-12.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,459 | $7,800-81.3% | $4,310-66.1% | $4,761-69.3% |
| Participant deferral / active EE | $4,848 | $13,003-62.7% | $7,107-31.8% | $5,982-19.0% |
| Admin fee / account holder | $18 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |