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 | $39,453 | $104,907-62.4% | $84,611-53.4% | $152,861-74.2% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.4%-9.7pp |
| Annual return | 19.29% | 373.79%-354.5pp | 258.74%-239.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,352 | $3,302-59.1% | $2,652-49.0% | $4,762-71.6% |
| Participant deferral / active EE | $2,231 | $4,688-52.4% | $3,899-42.8% | $5,850-61.9% |
| Admin fee / account holder | $111 | $6,241-98.2% | $4,912-97.7% | $11,596-99.0% |