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 | $93,512 | $183,963-49.2% | $162,163-42.3% | $152,861-38.8% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 17.76% | 150.76%-133.0pp | 115.59%-97.8pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,227 | $6,371-65.0% | $5,614-60.3% | $4,762-53.2% |
| Participant deferral / active EE | $4,273 | $8,034-46.8% | $7,298-41.4% | $5,850-27.0% |
| Admin fee / account holder | $72 | $13,121-99.5% | $10,843-99.3% | $11,596-99.4% |