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 | $45,872 | $85,766-46.5% | $136,294-66.3% | $70,131-34.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 17.50% | 31.45%-14.0pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,312 | $2,966+11.7% | $4,695-29.5% | $2,342+41.4% |
| Participant deferral / active EE | $5,067 | $5,051+0.3% | $6,247-18.9% | $3,332+52.1% |
| Admin fee / account holder | $11 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |