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 | $40,859 | $77,634-47.4% | $156,549-73.9% | $62,891-35.0% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 8.68% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,591 | $3,444-53.8% | $5,501-71.1% | $2,281-30.3% |
| Participant deferral / active EE | $5,198 | $3,045+70.7% | $4,871+6.7% | $3,203+62.3% |
| Admin fee / account holder | $164 | $5,561-97.1% | $13,027-98.7% | $4,296-96.2% |