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 | $44,142 | $53,516-17.5% | $126,539-65.1% | $84,808-48.0% |
| Participation rate | 94.3% | 58.2%+36.0pp | 69.8%+24.5pp | 68.3%+26.0pp |
| Annual return | 14.76% | 58.34%-43.6pp | 425.95%-411.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,168 | $1,535-23.9% | $3,674-68.2% | $2,631-55.6% |
| Participant deferral / active EE | $2,566 | $2,671-3.9% | $4,083-37.2% | $4,212-39.1% |
| Admin fee / account holder | $233 | $4,497-94.8% | $6,065-96.2% | $7,344-96.8% |