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 | $61,150 | $152,587-59.9% | $125,175-51.1% | $152,861-60.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 15.62% | 54.84%-39.2pp | 43.79%-28.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,096 | $4,946-77.8% | $3,865-71.6% | $4,762-77.0% |
| Participant deferral / active EE | $9,849 | $5,868+67.9% | $4,937+99.5% | $5,850+68.4% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |