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 | $27,436 | $108,919-74.8% | $100,391-72.7% | $145,922-81.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 15.02% | 57.88%-42.9pp | 49.20%-34.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,674 | $4,419-16.9% | $3,942-6.8% | $4,660-21.2% |
| Participant deferral / active EE | $7,516 | $8,445-11.0% | $8,082-7.0% | $6,688+12.4% |
| Admin fee / account holder | $125 | $9,689-98.7% | $7,899-98.4% | $13,397-99.1% |