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 | $149,040-61.5% | $120,225-52.3% | $137,256-58.2% |
| Participation rate | 70.0% | 75.4%-5.4pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 18.28% | 605.68%-587.4pp | 439.23%-420.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,707 | $4,350-37.8% | $3,475-22.1% | $4,156-34.9% |
| Participant deferral / active EE | $3,442 | $4,655-26.1% | $3,999-13.9% | $6,407-46.3% |
| Admin fee / account holder | $68 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |