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 | $56,053 | $74,888-25.2% | $71,209-21.3% | $142,382-60.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.99% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,616 | $2,854-43.4% | $2,721-40.6% | $4,299-62.4% |
| Participant deferral / active EE | $3,131 | $4,454-29.7% | $4,175-25.0% | $6,507-51.9% |
| Admin fee / account holder | $223 | $5,568-96.0% | $5,349-95.8% | $12,624-98.2% |