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 | $89,124 | $210,648-57.7% | $177,989-49.9% | $145,922-38.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.33% | 385.86%-375.5pp | 294.48%-284.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,556 | $4,565-65.9% | $3,949-60.6% | $4,660-66.6% |
| Participant deferral / active EE | $7,291 | $6,958+4.8% | $6,276+16.2% | $6,688+9.0% |
| Admin fee / account holder | $30 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |