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 | $26,079 | $85,766-69.6% | $136,294-80.9% | $70,131-62.8% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 23.10% | 31.45%-8.4pp | 5155.94%-5132.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $2,829 | $2,966-4.6% | $4,695-39.8% | $2,342+20.8% |
| Participant deferral / active EE | $5,527 | $5,051+9.4% | $6,247-11.5% | $3,332+65.9% |
| Admin fee / account holder | $81 | $5,420-98.5% | $9,243-99.1% | $4,645-98.3% |