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 | $40,451 | $144,119-71.9% | $117,854-65.7% | $147,584-72.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 26.84% | 531.15%-504.3pp | 335.08%-308.2pp | 578.55%-551.7pp |
| Employer contribution / active EE | $1,897 | $4,896-61.3% | $3,786-49.9% | $4,876-61.1% |
| Participant deferral / active EE | $2,705 | $5,316-49.1% | $4,482-39.6% | $5,439-50.3% |
| Admin fee / account holder | $12 | $10,886-99.9% | $8,020-99.8% | $10,885-99.9% |