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 | $42,364 | $144,119-70.6% | $117,854-64.1% | $147,584-71.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 17.14% | 531.15%-514.0pp | 335.08%-317.9pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,450 | $4,896-70.4% | $3,786-61.7% | $4,876-70.3% |
| Participant deferral / active EE | $6,608 | $5,316+24.3% | $4,482+47.4% | $5,439+21.5% |
| Admin fee / account holder | $44 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |