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 | $57,373 | $158,398-63.8% | $126,539-54.7% | $142,382-59.7% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 18.28% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,707 | $4,650-41.8% | $3,674-26.3% | $4,299-37.0% |
| Participant deferral / active EE | $3,442 | $4,767-27.8% | $4,083-15.7% | $6,507-47.1% |
| Admin fee / account holder | $68 | $6,918-99.0% | $6,065-98.9% | $12,624-99.5% |