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 | $67,963 | $183,963-63.1% | $162,163-58.1% | $152,861-55.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 26.26% | 150.76%-124.5pp | 115.59%-89.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,562 | $6,371-75.5% | $5,614-72.2% | $4,762-67.2% |
| Participant deferral / active EE | $4,006 | $8,034-50.1% | $7,298-45.1% | $5,850-31.5% |
| Admin fee / account holder | $242 | $13,121-98.2% | $10,843-97.8% | $11,596-97.9% |