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 | $48,215 | $99,079-51.3% | $77,999-38.2% | $273,961-82.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 5.42% | 217.93%-212.5pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,699 | $3,308-48.6% | $2,470-31.2% | $4,869-65.1% |
| Participant deferral / active EE | $4,970 | $4,306+15.4% | $3,497+42.1% | $5,287-6.0% |
| Admin fee / account holder | $34 | $8,954-99.6% | $5,480-99.4% | $10,132-99.7% |