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 | $39,788 | $152,587-73.9% | $125,175-68.2% | $152,861-74.0% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.4%-10.2pp |
| Annual return | 21.56% | 54.84%-33.3pp | 43.79%-22.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,064 | $4,946-78.5% | $3,865-72.5% | $4,762-77.7% |
| Participant deferral / active EE | $2,890 | $5,868-50.7% | $4,937-41.5% | $5,850-50.6% |
| Admin fee / account holder | $227 | $13,434-98.3% | $9,702-97.7% | $11,596-98.0% |