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 | $74,650 | $108,919-31.5% | $100,391-25.6% | $145,922-48.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 18.42% | 57.88%-39.5pp | 49.20%-30.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,951 | $4,419-33.2% | $3,942-25.1% | $4,660-36.7% |
| Participant deferral / active EE | $4,824 | $8,445-42.9% | $8,082-40.3% | $6,688-27.9% |
| Admin fee / account holder | $153 | $9,689-98.4% | $7,899-98.1% | $13,397-98.9% |