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 | $49,082 | $114,047-57.0% | $96,139-48.9% | $167,490-70.7% |
| Participation rate | 72.7% | 75.1%-2.3pp | 68.4%+4.3pp | 82.1%-9.4pp |
| Annual return | 14.84% | 189.88%-175.0pp | 191.94%-177.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,294 | $3,427-62.3% | $2,797-53.7% | $4,837-73.3% |
| Participant deferral / active EE | $2,630 | $5,194-49.4% | $4,349-39.5% | $6,341-58.5% |
| Admin fee / account holder | $130 | $6,897-98.1% | $5,537-97.6% | $12,309-98.9% |