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 | $75,445 | $144,119-47.7% | $117,854-36.0% | $147,584-48.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 22.14% | 531.15%-509.0pp | 335.08%-312.9pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,714 | $4,896-65.0% | $3,786-54.7% | $4,876-64.9% |
| Participant deferral / active EE | $2,081 | $5,316-60.9% | $4,482-53.6% | $5,439-61.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |