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 | $72,103 | $165,335-56.4% | $149,696-51.8% | $158,922-54.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.97% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,648 | $5,103-48.1% | $4,644-43.0% | $4,761-44.4% |
| Participant deferral / active EE | $7,744 | $7,181+7.8% | $6,842+13.2% | $5,982+29.5% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |