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 | $40,577 | $176,056-77.0% | $159,436-74.5% | $167,490-75.8% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 16.90% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,412 | $5,297-73.4% | $4,829-70.8% | $4,837-70.8% |
| Participant deferral / active EE | $3,806 | $7,750-50.9% | $7,352-48.2% | $6,341-40.0% |
| Admin fee / account holder | $21 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |