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 | $28,439 | $105,998-73.2% | $92,233-69.2% | $147,584-80.7% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 19.65% | 50.05%-30.4pp | 176.28%-156.6pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,267 | $4,333-47.7% | $3,679-38.4% | $4,876-53.5% |
| Participant deferral / active EE | $4,682 | $4,478+4.6% | $3,897+20.1% | $5,439-13.9% |
| Admin fee / account holder | $278 | $6,332-95.6% | $5,194-94.6% | $10,885-97.4% |