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 | $57,978 | $144,119-59.8% | $117,854-50.8% | $147,584-60.7% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 15.17% | 531.15%-516.0pp | 335.08%-319.9pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,387 | $4,896-71.7% | $3,786-63.4% | $4,876-71.6% |
| Participant deferral / active EE | $3,430 | $5,316-35.5% | $4,482-23.5% | $5,439-36.9% |
| Admin fee / account holder | $240 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |