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 | $47,212 | $63,346-25.5% | $92,233-48.8% | $70,131-32.7% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 18.52% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,620 | $2,471+87.0% | $3,679+25.6% | $2,342+97.2% |
| Participant deferral / active EE | $2,774 | $2,854-2.8% | $3,897-28.8% | $3,332-16.7% |
| Admin fee / account holder | $101 | $3,840-97.4% | $5,194-98.1% | $4,645-97.8% |