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 | $52,828 | $144,119-63.3% | $117,854-55.2% | $147,584-64.2% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 42.81% | 531.15%-488.3pp | 335.08%-292.3pp | 578.55%-535.7pp |
| Employer contribution / active EE | $3,276 | $4,896-33.1% | $3,786-13.5% | $4,876-32.8% |
| Participant deferral / active EE | $7,879 | $5,316+48.2% | $4,482+75.8% | $5,439+44.9% |
| Admin fee / account holder | $11 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |