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 | $70,939 | $115,770-38.7% | $101,248-29.9% | $158,922-55.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 20.84% | 56.14%-35.3pp | 46.47%-25.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,374 | $4,175-43.1% | $3,660-35.1% | $4,761-50.1% |
| Participant deferral / active EE | $4,415 | $4,957-10.9% | $4,370+1.0% | $5,982-26.2% |
| Admin fee / account holder | $63 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |