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 | $47,407 | $112,096-57.7% | $95,952-50.6% | $158,922-70.2% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 8.52% | 171.09%-162.6pp | 91.61%-83.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,392 | $3,198-56.5% | $2,541-45.2% | $4,761-70.8% |
| Participant deferral / active EE | $3,840 | $4,784-19.7% | $4,167-7.8% | $5,982-35.8% |
| Admin fee / account holder | $248 | $10,130-97.5% | $6,795-96.3% | $11,246-97.8% |