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 | $54,483 | $99,079-45.0% | $77,999-30.1% | $273,961-80.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 9.87% | 217.93%-208.1pp | 425.96%-416.1pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,394 | $3,308-57.9% | $2,470-43.6% | $4,869-71.4% |
| Participant deferral / active EE | $2,664 | $4,306-38.1% | $3,497-23.8% | $5,287-49.6% |
| Admin fee / account holder | $131 | $8,954-98.5% | $5,480-97.6% | $10,132-98.7% |