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 | $57,738 | $183,963-68.6% | $162,163-64.4% | $152,861-62.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 22.10% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,507 | $6,371-60.6% | $5,614-55.3% | $4,762-47.4% |
| Participant deferral / active EE | $6,520 | $8,034-18.8% | $7,298-10.7% | $5,850+11.4% |
| Admin fee / account holder | $158 | $13,121-98.8% | $10,843-98.5% | $11,596-98.6% |