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 | $47,703 | $89,355-46.6% | $141,162-66.2% | $72,985-34.6% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 26.87% | 111.85%-85.0pp | 71.39%-44.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $2,113 | $3,114-32.2% | $4,735-55.4% | $2,440-13.4% |
| Participant deferral / active EE | $3,558 | $5,418-34.3% | $6,709-47.0% | $3,607-1.4% |
| Admin fee / account holder | $298 | $5,958-95.0% | $10,261-97.1% | $5,124-94.2% |