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 | $48,881 | $228,332-78.6% | $185,823-73.7% | $158,922-69.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 26.42% | 40.80%-14.4pp | 35.95%-9.5pp | 302.83%-276.4pp |
| Employer contribution / active EE | $11,437 | $4,967+130.3% | $4,087+179.8% | $4,761+140.2% |
| Participant deferral / active EE | $2,951 | $6,415-54.0% | $5,632-47.6% | $5,982-50.7% |
| Admin fee / account holder | $176 | $11,864-98.5% | $9,500-98.2% | $11,246-98.4% |