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 | $41,442 | $113,339-63.4% | $94,993-56.4% | $147,584-71.9% |
| Participation rate | 77.8% | 78.0%-0.2pp | 73.9%+3.9pp | 82.8%-5.1pp |
| Annual return | 14.82% | 20.77%-6.0pp | 27.12%-12.3pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,488 | $3,160+10.4% | $2,603+34.0% | $4,876-28.5% |
| Participant deferral / active EE | $1,629 | $3,777-56.9% | $3,317-50.9% | $5,439-70.0% |
| Admin fee / account holder | $17 | $6,063-99.7% | $4,960-99.7% | $10,885-99.8% |