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 | $49,271 | $232,540-78.8% | $185,117-73.4% | $147,584-66.6% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.3pp | 82.8%-4.3pp |
| Annual return | 14.21% | 43.03%-28.8pp | 40.50%-26.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,740 | $5,195-66.5% | $4,182-58.4% | $4,876-64.3% |
| Participant deferral / active EE | $2,458 | $5,834-57.9% | $5,045-51.3% | $5,439-54.8% |
| Admin fee / account holder | $82 | $10,275-99.2% | $8,159-99.0% | $10,885-99.2% |