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 | $48,097 | $157,256-69.4% | $141,162-65.9% | $152,861-68.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 30.32% | 64.32%-34.0pp | 71.39%-41.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $2,498 | $5,261-52.5% | $4,735-47.3% | $4,762-47.6% |
| Participant deferral / active EE | $6,708 | $7,109-5.6% | $6,7090% | $5,850+14.7% |
| Admin fee / account holder | $200 | $12,120-98.3% | $10,261-98.1% | $11,596-98.3% |