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 | $60,053 | $217,402-72.4% | $185,823-67.7% | $167,490-64.1% |
| Participation rate | 70.8% | 86.0%-15.2pp | 81.7%-10.9pp | 82.1%-11.3pp |
| Annual return | 20.69% | 148.36%-127.7pp | 122.05%-101.4pp | 478.56%-457.9pp |
| Employer contribution / active EE | $1,529 | $5,873-74.0% | $5,167-70.4% | $4,837-68.4% |
| Participant deferral / active EE | $3,719 | $6,356-41.5% | $5,568-33.2% | $6,341-41.4% |
| Admin fee / account holder | $17 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |