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 | $41,905 | $209,411-80.0% | $178,490-76.5% | $158,922-73.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 37.12% | 188.75%-151.6pp | 151.07%-113.9pp | 302.83%-265.7pp |
| Employer contribution / active EE | $3,555 | $5,706-37.7% | $5,011-29.0% | $4,761-25.3% |
| Participant deferral / active EE | $11,168 | $5,954+87.6% | $5,202+114.7% | $5,982+86.7% |
| Admin fee / account holder | $16 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |