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 | $51,124 | $77,419-34.0% | $69,455-26.4% | $152,861-66.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.6%+3.2pp | 82.4%-4.7pp |
| Annual return | 11.72% | 39.06%-27.3pp | 28.97%-17.2pp | 345.32%-333.6pp |
| Employer contribution / active EE | $5,920 | $3,315+78.6% | $2,779+113.0% | $4,762+24.3% |
| Participant deferral / active EE | $4,736 | $4,414+7.3% | $3,535+33.9% | $5,850-19.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |