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 | $37,178 | $210,648-82.4% | $177,989-79.1% | $145,922-74.5% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 12.59% | 385.86%-373.3pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,507 | $4,565-67.0% | $3,949-61.8% | $4,660-67.7% |
| Participant deferral / active EE | $2,744 | $6,958-60.6% | $6,276-56.3% | $6,688-59.0% |
| Admin fee / account holder | $244 | $12,013-98.0% | $10,363-97.6% | $13,397-98.2% |