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 | $51,002 | $93,346-45.4% | $71,796-29.0% | $273,961-81.4% |
| Participation rate | 77.3% | 76.5%+0.7pp | 69.1%+8.2pp | 83.0%-5.7pp |
| Annual return | 7.40% | 130.39%-123.0pp | 78.04%-70.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,213 | $2,733-55.6% | $1,924-37.0% | $4,869-75.1% |
| Participant deferral / active EE | $3,851 | $3,475+10.8% | $2,794+37.8% | $5,287-27.2% |
| Admin fee / account holder | $7 | $6,571-99.9% | $4,815-99.9% | $10,132-99.9% |