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 | $80,144 | $112,096-28.5% | $95,952-16.5% | $158,922-49.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 16.92% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,621 | $3,198-49.3% | $2,541-36.2% | $4,761-66.0% |
| Participant deferral / active EE | $2,532 | $4,784-47.1% | $4,167-39.2% | $5,982-57.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |