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 | $84,608 | $144,119-41.3% | $117,854-28.2% | $147,584-42.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 16.42% | 531.15%-514.7pp | 335.08%-318.7pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,118 | $4,896-77.2% | $3,786-70.5% | $4,876-77.1% |
| Participant deferral / active EE | $2,655 | $5,316-50.1% | $4,482-40.8% | $5,439-51.2% |
| Admin fee / account holder | $11 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |