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 | $40,077 | $176,056-77.2% | $159,436-74.9% | $167,490-76.1% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 23.77% | 331.75%-308.0pp | 263.57%-239.8pp | 478.56%-454.8pp |
| Employer contribution / active EE | $2,503 | $5,297-52.7% | $4,829-48.2% | $4,837-48.2% |
| Participant deferral / active EE | $4,679 | $7,750-39.6% | $7,352-36.4% | $6,341-26.2% |
| Admin fee / account holder | $7 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |