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 | $97,764 | $175,202-44.2% | $149,673-34.7% | $139,434-29.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 24.32% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,365 | $5,474-56.8% | $4,818-50.9% | $4,751-50.2% |
| Participant deferral / active EE | $5,771 | $6,519-11.5% | $5,680+1.6% | $6,710-14.0% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |