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 | $75,265 | $118,680-36.6% | $98,907-23.9% | $158,922-52.6% |
| Participation rate | 70.6% | 77.8%-7.2pp | 76.0%-5.4pp | 82.0%-11.4pp |
| Annual return | 16.11% | 372.35%-356.2pp | 196.43%-180.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,213 | $3,333-63.6% | $2,689-54.9% | $4,761-74.5% |
| Participant deferral / active EE | $5,847 | $5,088+14.9% | $4,244+37.8% | $5,982-2.3% |
| Admin fee / account holder | $33 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |