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 | $43,319 | $198,466-78.2% | $170,442-74.6% | $147,584-70.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.36% | 257.29%-242.9pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,065 | $6,184-66.6% | $5,433-62.0% | $4,876-57.7% |
| Participant deferral / active EE | $7,513 | $5,629+33.5% | $4,939+52.1% | $5,439+38.1% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |