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 | $82,529 | $144,119-42.7% | $117,854-30.0% | $147,584-44.1% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 15.16% | 531.15%-516.0pp | 335.08%-319.9pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,113 | $4,896-56.9% | $3,786-44.2% | $4,876-56.7% |
| Participant deferral / active EE | $6,190 | $5,316+16.4% | $4,482+38.1% | $5,439+13.8% |
| Admin fee / account holder | $144 | $10,886-98.7% | $8,020-98.2% | $10,885-98.7% |