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 | $29,766 | $107,934-72.4% | $91,989-67.6% | $152,861-80.5% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 32.22% | 89.24%-57.0pp | 69.02%-36.8pp | 345.32%-313.1pp |
| Employer contribution / active EE | $3,519 | $4,210-16.4% | $3,452+2.0% | $4,762-26.1% |
| Participant deferral / active EE | $4,854 | $6,364-23.7% | $5,923-18.0% | $5,850-17.0% |
| Admin fee / account holder | $21 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |