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 | $55,522 | $85,766-35.3% | $136,294-59.3% | $70,131-20.8% |
| Participation rate | 75.6% | 74.2%+1.5pp | 81.9%-6.3pp | 69.5%+6.1pp |
| Annual return | 23.26% | 31.45%-8.2pp | 5155.94%-5132.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $2,796 | $2,966-5.7% | $4,695-40.5% | $2,342+19.4% |
| Participant deferral / active EE | $5,412 | $5,051+7.1% | $6,247-13.4% | $3,332+62.4% |
| Admin fee / account holder | $26 | $5,420-99.5% | $9,243-99.7% | $4,645-99.4% |