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 | $63,745 | $209,411-69.6% | $178,490-64.3% | $158,922-59.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 19.02% | 188.75%-169.7pp | 151.07%-132.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,365 | $5,706-41.0% | $5,011-32.8% | $4,761-29.3% |
| Participant deferral / active EE | $4,206 | $5,954-29.4% | $5,202-19.1% | $5,982-29.7% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |