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 | $66,565 | $103,376-35.6% | $87,100-23.6% | $152,861-56.5% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 134.35% | 28.10%+106.3pp | 28.19%+106.2pp | 345.32%-211.0pp |
| Employer contribution / active EE | $1,039 | $3,220-67.7% | $2,521-58.8% | $4,762-78.2% |
| Participant deferral / active EE | $2,287 | $4,778-52.1% | $4,049-43.5% | $5,850-60.9% |
| Admin fee / account holder | $6 | $12,205-100.0% | $7,497-99.9% | $11,596-99.9% |