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 | $139,359 | $198,466-29.8% | $170,442-18.2% | $147,584-5.6% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 15.05% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,666 | $6,184-56.9% | $5,433-50.9% | $4,876-45.3% |
| Participant deferral / active EE | $2,540 | $5,629-54.9% | $4,939-48.6% | $5,439-53.3% |
| Admin fee / account holder | $234 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |