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 | $40,853 | $77,634-47.4% | $156,549-73.9% | $62,891-35.0% |
| Participation rate | 76.7% | 71.2%+5.5pp | 84.0%-7.3pp | 69.3%+7.4pp |
| Annual return | 4.96% | 50.32%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,643 | $3,444-52.3% | $5,501-70.1% | $2,281-28.0% |
| Participant deferral / active EE | $5,296 | $3,045+73.9% | $4,871+8.7% | $3,203+65.3% |
| Admin fee / account holder | $85 | $5,561-98.5% | $13,027-99.3% | $4,296-98.0% |