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 | $69,767 | $158,398-56.0% | $126,539-44.9% | $142,382-51.0% |
| Participation rate | 86.7% | 75.8%+10.9pp | 69.8%+16.8pp | 80.1%+6.5pp |
| Annual return | 12.20% | 593.76%-581.6pp | 425.95%-413.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,469 | $4,650-68.4% | $3,674-60.0% | $4,299-65.8% |
| Participant deferral / active EE | $2,818 | $4,767-40.9% | $4,083-31.0% | $6,507-56.7% |
| Admin fee / account holder | $85 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |