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 | $99,736 | $157,256-36.6% | $141,162-29.3% | $152,861-34.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.40% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,470 | $5,261-72.1% | $4,735-69.0% | $4,762-69.1% |
| Participant deferral / active EE | $5,142 | $7,109-27.7% | $6,709-23.4% | $5,850-12.1% |
| Admin fee / account holder | $43 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |