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 | $29,941 | $105,998-71.8% | $92,233-67.5% | $147,584-79.7% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 20.34% | 50.05%-29.7pp | 176.28%-155.9pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,793 | $4,333-35.5% | $3,679-24.1% | $4,876-42.7% |
| Participant deferral / active EE | $3,888 | $4,478-13.2% | $3,897-0.2% | $5,439-28.5% |
| Admin fee / account holder | $217 | $6,332-96.6% | $5,194-95.8% | $10,885-98.0% |