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 | $39,659 | $183,963-78.4% | $162,163-75.5% | $152,861-74.1% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.6%-10.3pp | 82.4%-5.2pp |
| Annual return | 24.03% | 150.76%-126.7pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,157 | $6,371-50.5% | $5,614-43.8% | $4,762-33.7% |
| Participant deferral / active EE | $6,162 | $8,034-23.3% | $7,298-15.6% | $5,850+5.3% |
| Admin fee / account holder | $188 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |