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 | $79,508 | $144,119-44.8% | $117,854-32.5% | $147,584-46.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 25.34% | 531.15%-505.8pp | 335.08%-309.7pp | 578.55%-553.2pp |
| Employer contribution / active EE | $1,720 | $4,896-64.9% | $3,786-54.6% | $4,876-64.7% |
| Participant deferral / active EE | $9,844 | $5,316+85.2% | $4,482+119.6% | $5,439+81.0% |
| Admin fee / account holder | $12 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |