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 | $77,839 | $198,466-60.8% | $170,442-54.3% | $147,584-47.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.05% | 257.29%-239.2pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,824 | $6,184-70.5% | $5,433-66.4% | $4,876-62.6% |
| Participant deferral / active EE | $3,738 | $5,629-33.6% | $4,939-24.3% | $5,439-31.3% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |