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 | $55,501 | $111,724-50.3% | $93,606-40.7% | $145,922-62.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 17.75% | 202.98%-185.2pp | 133.20%-115.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,743 | $3,090-11.2% | $2,420+13.3% | $4,660-41.1% |
| Participant deferral / active EE | $3,822 | $4,912-22.2% | $4,411-13.4% | $6,688-42.9% |
| Admin fee / account holder | $41 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |