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 | $48,739 | $111,535-56.3% | $105,223-53.7% | $137,256-64.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 13.24% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,894 | $3,939-51.9% | $3,689-48.7% | $4,156-54.4% |
| Participant deferral / active EE | $2,502 | $5,500-54.5% | $5,072-50.7% | $6,407-60.9% |
| Admin fee / account holder | $227 | $9,721-97.7% | $8,859-97.4% | $12,270-98.1% |