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 | $42,179 | $203,436-79.3% | $152,466-72.3% | $167,490-74.8% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.2%-3.2pp | 82.1%-7.1pp |
| Annual return | 13.32% | 13.80%-0.5pp | 757.33%-744.0pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,271 | $5,220-56.5% | $4,327-47.5% | $4,837-53.1% |
| Participant deferral / active EE | $2,892 | $6,716-56.9% | $5,820-50.3% | $6,341-54.4% |
| Admin fee / account holder | $140 | $22,506-99.4% | $15,805-99.1% | $12,309-98.9% |