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 | $48,679 | $144,119-66.2% | $117,854-58.7% | $147,584-67.0% |
| Participation rate | 84.2% | 83.4%+0.8pp | 79.7%+4.5pp | 82.8%+1.4pp |
| Annual return | 14.98% | 531.15%-516.2pp | 335.08%-320.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,030 | $4,896-79.0% | $3,786-72.8% | $4,876-78.9% |
| Participant deferral / active EE | $5,077 | $5,316-4.5% | $4,482+13.3% | $5,439-6.6% |
| Admin fee / account holder | $109 | $10,886-99.0% | $8,020-98.6% | $10,885-99.0% |