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 | $50,287 | $107,334-53.1% | $92,893-45.9% | $152,861-67.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 21.83% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,752 | $4,221-58.5% | $3,653-52.0% | $4,762-63.2% |
| Participant deferral / active EE | $1,538 | $4,845-68.3% | $4,236-63.7% | $5,850-73.7% |
| Admin fee / account holder | $267 | $7,079-96.2% | $5,794-95.4% | $11,596-97.7% |