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 | $39,786 | $114,381-65.2% | $107,525-63.0% | $142,382-72.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 14.44% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,138 | $4,015-71.7% | $3,754-69.7% | $4,299-73.5% |
| Participant deferral / active EE | $4,943 | $5,564-11.2% | $5,116-3.4% | $6,507-24.0% |
| Admin fee / account holder | $127 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |