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 | $41,947 | $144,119-70.9% | $117,854-64.4% | $147,584-71.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 13.26% | 531.15%-517.9pp | 335.08%-321.8pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,403 | $4,896-71.3% | $3,786-62.9% | $4,876-71.2% |
| Participant deferral / active EE | $4,742 | $5,316-10.8% | $4,482+5.8% | $5,439-12.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |