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 | $43,319 | $63,346-31.6% | $92,233-53.0% | $70,131-38.2% |
| Participation rate | 75.6% | 68.7%+6.9pp | 76.5%-0.9pp | 69.5%+6.0pp |
| Annual return | 134.92% | 530.12%-395.2pp | 176.28%-41.4pp | 73.14%+61.8pp |
| Employer contribution / active EE | $1,962 | $2,471-20.6% | $3,679-46.7% | $2,342-16.2% |
| Participant deferral / active EE | $3,785 | $2,854+32.6% | $3,897-2.9% | $3,332+13.6% |
| Admin fee / account holder | $264 | $3,840-93.1% | $5,194-94.9% | $4,645-94.3% |