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 | $69,359 | $97,757-29.0% | $83,848-17.3% | $135,375-48.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 7.14% | 1287.37%-1280.2pp | 850.88%-843.7pp | 519.73%-512.6pp |
| Employer contribution / active EE | $1,970 | $4,222-53.3% | $3,631-45.7% | $4,779-58.8% |
| Participant deferral / active EE | $10,528 | $4,682+124.8% | $4,082+157.9% | $5,609+87.7% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |