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 | $74,307 | $165,984-55.2% | $164,813-54.9% | $145,922-49.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.32% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,863 | $5,273-64.7% | $4,341-57.1% | $4,660-60.0% |
| Participant deferral / active EE | $5,729 | $6,959-17.7% | $6,031-5.0% | $6,688-14.3% |
| Admin fee / account holder | $24 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |