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 | $42,404 | $105,998-60.0% | $92,233-54.0% | $147,584-71.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 21.30% | 50.05%-28.8pp | 176.28%-155.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,372 | $4,333-68.3% | $3,679-62.7% | $4,876-71.9% |
| Participant deferral / active EE | $2,875 | $4,478-35.8% | $3,897-26.2% | $5,439-47.1% |
| Admin fee / account holder | $148 | $6,332-97.7% | $5,194-97.1% | $10,885-98.6% |