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 | $43,685 | $107,334-59.3% | $92,893-53.0% | $152,861-71.4% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 27.31% | 145.58%-118.3pp | 109.41%-82.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,251 | $4,221-46.7% | $3,653-38.4% | $4,762-52.7% |
| Participant deferral / active EE | $5,635 | $4,845+16.3% | $4,236+33.0% | $5,850-3.7% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |