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 | $52,381 | $109,327-52.1% | $89,391-41.4% | $158,922-67.0% |
| Participation rate | 76.2% | 74.3%+1.9pp | 68.0%+8.2pp | 82.0%-5.8pp |
| Annual return | 26.28% | 345.68%-319.4pp | 245.62%-219.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $540 | $3,170-83.0% | $2,586-79.1% | $4,761-88.7% |
| Participant deferral / active EE | $2,394 | $4,598-47.9% | $3,890-38.5% | $5,982-60.0% |
| Admin fee / account holder | $167 | $6,153-97.3% | $4,881-96.6% | $11,246-98.5% |