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 | $62,166 | $176,056-64.7% | $159,436-61.0% | $167,490-62.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.97% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,931 | $5,297-63.6% | $4,829-60.0% | $4,837-60.1% |
| Participant deferral / active EE | $4,987 | $7,750-35.7% | $7,352-32.2% | $6,341-21.4% |
| Admin fee / account holder | $32 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |