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 | $27,522 | $80,753-65.9% | $136,294-79.8% | $62,292-55.8% |
| Participation rate | 78.9% | 73.5%+5.4pp | 81.9%-3.0pp | 69.5%+9.4pp |
| Annual return | 29.42% | 35.83%-6.4pp | 5155.94%-5126.5pp | 28.90%+0.5pp |
| Employer contribution / active EE | $4,455 | $2,884+54.5% | $4,695-5.1% | $2,042+118.2% |
| Participant deferral / active EE | $5,840 | $5,164+13.1% | $6,247-6.5% | $3,169+84.3% |
| Admin fee / account holder | $180 | $525-65.8% | $9,243-98.1% | $479-62.5% |