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 | $39,560 | $98,750-59.9% | $149,696-73.6% | $79,858-50.5% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.5%+6.7pp | 69.6%+19.6pp |
| Annual return | 19.61% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,746 | $3,216-14.6% | $4,644-40.9% | $2,471+11.1% |
| Participant deferral / active EE | $4,453 | $5,680-21.6% | $6,842-34.9% | $3,740+19.1% |
| Admin fee / account holder | $257 | $6,053-95.8% | $9,309-97.2% | $5,306-95.2% |