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 | $69,614 | $144,119-51.7% | $117,854-40.9% | $147,584-52.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 12.28% | 531.15%-518.9pp | 335.08%-322.8pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,334 | $4,896-31.9% | $3,786-11.9% | $4,876-31.6% |
| Participant deferral / active EE | $5,795 | $5,316+9.0% | $4,482+29.3% | $5,439+6.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |