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 | $36,616 | $74,888-51.1% | $71,209-48.6% | $142,382-74.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.42% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,158 | $2,854-24.4% | $2,721-20.7% | $4,299-49.8% |
| Participant deferral / active EE | $3,720 | $4,454-16.5% | $4,175-10.9% | $6,507-42.8% |
| Admin fee / account holder | $127 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |