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 | $48,825 | $105,181-53.6% | $159,436-69.4% | $85,850-43.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.0pp | 69.3%+8.5pp |
| Annual return | 16.06% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,476 | $3,318-25.4% | $4,829-48.7% | $2,565-3.5% |
| Participant deferral / active EE | $4,875 | $5,945-18.0% | $7,352-33.7% | $3,952+23.4% |
| Admin fee / account holder | $163 | $6,933-97.6% | $10,799-98.5% | $6,260-97.4% |