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 | $49,753 | $198,466-74.9% | $170,442-70.8% | $147,584-66.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 23.50% | 257.29%-233.8pp | 205.93%-182.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,633 | $6,184-57.4% | $5,433-51.5% | $4,876-46.0% |
| Participant deferral / active EE | $9,208 | $5,629+63.6% | $4,939+86.4% | $5,439+69.3% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |