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 | $50,763 | $77,899-34.8% | $149,673-66.1% | $75,163-32.5% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 21.92% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $3,616 | $3,137+15.2% | $4,818-24.9% | $2,670+35.4% |
| Participant deferral / active EE | $5,563 | $3,411+63.1% | $5,680-2.1% | $4,125+34.9% |
| Admin fee / account holder | $283 | $5,956-95.3% | $13,210-97.9% | $5,651-95.0% |