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 | $27,733 | $159,901-82.7% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 12.96% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,135 | $5,286-59.6% | $4,933-56.7% | $4,660-54.2% |
| Participant deferral / active EE | $3,768 | $8,428-55.3% | $8,070-53.3% | $6,688-43.7% |
| Admin fee / account holder | $113 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |