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 | $65,394 | $209,411-68.8% | $178,490-63.4% | $158,922-58.9% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 53.35% | 188.75%-135.4pp | 151.07%-97.7pp | 302.83%-249.5pp |
| Employer contribution / active EE | $1,883 | $5,706-67.0% | $5,011-62.4% | $4,761-60.5% |
| Participant deferral / active EE | $4,798 | $5,954-19.4% | $5,202-7.8% | $5,982-19.8% |
| Admin fee / account holder | $75 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |