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 | $70,668 | $227,553-68.9% | $189,557-62.7% | $167,490-57.8% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.4%-4.8pp | 82.1%-8.4pp |
| Annual return | 14.09% | 78.40%-64.3pp | 64.17%-50.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,548 | $5,316-70.9% | $4,412-64.9% | $4,837-68.0% |
| Participant deferral / active EE | $3,395 | $7,002-51.5% | $6,174-45.0% | $6,341-46.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |