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 | $45,764 | $85,766-46.6% | $136,294-66.4% | $70,131-34.7% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 17.16% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,607 | $2,966-12.1% | $4,695-44.5% | $2,342+11.3% |
| Participant deferral / active EE | $3,659 | $5,051-27.6% | $6,247-41.4% | $3,332+9.8% |
| Admin fee / account holder | $169 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |