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 | $52,539 | $81,632-35.6% | $70,449-25.4% | $158,922-66.9% |
| Participation rate | 72.7% | 77.7%-5.0pp | 75.1%-2.3pp | 82.0%-9.2pp |
| Annual return | 20.21% | 208.40%-188.2pp | 109.03%-88.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,252 | $3,217-30.0% | $2,737-17.7% | $4,761-52.7% |
| Participant deferral / active EE | $4,706 | $4,554+3.3% | $3,709+26.9% | $5,982-21.3% |
| Admin fee / account holder | $221 | $6,193-96.4% | $3,845-94.3% | $11,246-98.0% |