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 | $51,738 | $159,901-67.6% | $146,958-64.8% | $145,922-64.5% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.2pp | 80.3%-6.4pp |
| Annual return | 14.06% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,276 | $5,286-56.9% | $4,933-53.9% | $4,660-51.2% |
| Participant deferral / active EE | $5,787 | $8,428-31.3% | $8,070-28.3% | $6,688-13.5% |
| Admin fee / account holder | $209 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |