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 | $86,324 | $144,119-40.1% | $117,854-26.8% | $147,584-41.5% |
| Participation rate | 72.2% | 83.4%-11.2pp | 79.7%-7.4pp | 82.8%-10.6pp |
| Annual return | 14.64% | 531.15%-516.5pp | 335.08%-320.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,257 | $4,896-74.3% | $3,786-66.8% | $4,876-74.2% |
| Participant deferral / active EE | $3,967 | $5,316-25.4% | $4,482-11.5% | $5,439-27.1% |
| Admin fee / account holder | $6 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |