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 | $76,488 | $150,187-49.1% | $120,354-36.4% | $145,922-47.6% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 16.75% | 154.07%-137.3pp | 107.15%-90.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,206 | $4,348-72.3% | $3,463-65.2% | $4,660-74.1% |
| Participant deferral / active EE | $9,536 | $6,173+54.5% | $4,991+91.1% | $6,688+42.6% |
| Admin fee / account holder | $16 | $12,207-99.9% | $9,423-99.8% | $13,397-99.9% |