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 | $62,092 | $226,064-72.5% | $182,532-66.0% | $152,861-59.4% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 9.89% | 192.51%-182.6pp | 148.54%-138.6pp | 345.32%-335.4pp |
| Employer contribution / active EE | $2,470 | $4,978-50.4% | $4,076-39.4% | $4,762-48.1% |
| Participant deferral / active EE | $6,864 | $6,368+7.8% | $5,524+24.2% | $5,850+17.3% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |