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 | $75,046 | $142,405-47.3% | $115,157-34.8% | $152,861-50.9% |
| Participation rate | 70.0% | 82.4%-12.4pp | 75.9%-5.9pp | 82.4%-12.4pp |
| Annual return | 27.04% | 41.48%-14.4pp | 35.60%-8.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,238 | $4,010-69.1% | $3,179-61.0% | $4,762-74.0% |
| Participant deferral / active EE | $3,104 | $5,164-39.9% | $4,168-25.5% | $5,850-46.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |