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 | $59,809 | $144,119-58.5% | $117,854-49.3% | $147,584-59.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 20.88% | 531.15%-510.3pp | 335.08%-314.2pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,071 | $4,896-37.3% | $3,786-18.9% | $4,876-37.0% |
| Participant deferral / active EE | $5,186 | $5,316-2.4% | $4,482+15.7% | $5,439-4.7% |
| Admin fee / account holder | $17 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |