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 | $64,769 | $176,056-63.2% | $159,436-59.4% | $167,490-61.3% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 16.14% | 331.75%-315.6pp | 263.57%-247.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,307 | $5,297-75.3% | $4,829-72.9% | $4,837-73.0% |
| Participant deferral / active EE | $4,271 | $7,750-44.9% | $7,352-41.9% | $6,341-32.6% |
| Admin fee / account holder | $221 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |