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 | $74,973 | $202,318-62.9% | $172,739-56.6% | $152,861-51.0% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 23.31% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,804 | $5,856-52.1% | $5,143-45.5% | $4,762-41.1% |
| Participant deferral / active EE | $3,972 | $5,948-33.2% | $5,198-23.6% | $5,850-32.1% |
| Admin fee / account holder | $28 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |