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 | $73,895 | $109,327-32.4% | $89,391-17.3% | $158,922-53.5% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 35.32% | 345.68%-310.4pp | 245.62%-210.3pp | 302.83%-267.5pp |
| Employer contribution / active EE | $2,758 | $3,170-13.0% | $2,586+6.7% | $4,761-42.1% |
| Participant deferral / active EE | $5,494 | $4,598+19.5% | $3,890+41.2% | $5,982-8.2% |
| Admin fee / account holder | $12 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |