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 | $59,187 | $217,402-72.8% | $185,823-68.1% | $167,490-64.7% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 15.09% | 148.36%-133.3pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,915 | $5,873-50.4% | $5,167-43.6% | $4,837-39.7% |
| Participant deferral / active EE | $3,499 | $6,356-45.0% | $5,568-37.2% | $6,341-44.8% |
| Admin fee / account holder | $16 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |