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 | $61,557 | $144,119-57.3% | $117,854-47.8% | $147,584-58.3% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 23.62% | 531.15%-507.5pp | 335.08%-311.5pp | 578.55%-554.9pp |
| Employer contribution / active EE | $984 | $4,896-79.9% | $3,786-74.0% | $4,876-79.8% |
| Participant deferral / active EE | $2,265 | $5,316-57.4% | $4,482-49.5% | $5,439-58.3% |
| Admin fee / account holder | $65 | $10,886-99.4% | $8,020-99.2% | $10,885-99.4% |