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 | $44,255 | $198,466-77.7% | $170,442-74.0% | $147,584-70.0% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 15.29% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,601 | $6,184-74.1% | $5,433-70.5% | $4,876-67.2% |
| Participant deferral / active EE | $4,946 | $5,629-12.1% | $4,939+0.1% | $5,439-9.1% |
| Admin fee / account holder | $291 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |