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 | $20,519 | $117,841-82.6% | $102,423-80.0% | $145,922-85.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.86% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,083 | $3,615-42.4% | $3,023-31.1% | $4,660-55.3% |
| Participant deferral / active EE | $3,846 | $5,731-32.9% | $5,053-23.9% | $6,688-42.5% |
| Admin fee / account holder | $113 | $13,326-99.2% | $9,451-98.8% | $13,397-99.2% |