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 | $49,182 | $135,952-63.8% | $123,892-60.3% | $273,961-82.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 16.42% | 56.63%-40.2pp | 47.52%-31.1pp | 41.45%-25.0pp |
| Employer contribution / active EE | $6,616 | $5,170+28.0% | $4,617+43.3% | $4,869+35.9% |
| Participant deferral / active EE | $5,973 | $6,343-5.8% | $5,984-0.2% | $5,287+13.0% |
| Admin fee / account holder | $264 | $9,817-97.3% | $8,357-96.8% | $10,132-97.4% |