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 | $46,741 | $149,679-68.8% | $117,039-60.1% | $147,584-68.3% |
| Participation rate | 78.6% | 83.5%-4.9pp | 77.2%+1.4pp | 82.8%-4.3pp |
| Annual return | 22.84% | 19.31%+3.5pp | 18.95%+3.9pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,544 | $4,937-48.5% | $3,785-32.8% | $4,876-47.8% |
| Participant deferral / active EE | $4,848 | $4,912-1.3% | $3,929+23.4% | $5,439-10.9% |
| Admin fee / account holder | $20 | $7,856-99.7% | $5,974-99.7% | $10,885-99.8% |