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 | $46,729 | $112,096-58.3% | $95,952-51.3% | $158,922-70.6% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 13.19% | 171.09%-157.9pp | 91.61%-78.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,808 | $3,198-43.5% | $2,541-28.8% | $4,761-62.0% |
| Participant deferral / active EE | $3,155 | $4,784-34.0% | $4,167-24.3% | $5,982-47.3% |
| Admin fee / account holder | $289 | $10,130-97.1% | $6,795-95.7% | $11,246-97.4% |