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 | $42,868 | $78,705-45.5% | $117,854-63.6% | $70,131-38.9% |
| Participation rate | 76.0% | 73.2%+2.8pp | 79.7%-3.7pp | 69.5%+6.5pp |
| Annual return | 19.88% | 23.30%-3.4pp | 335.08%-315.2pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,888 | $2,223+29.9% | $3,786-23.7% | $2,342+23.3% |
| Participant deferral / active EE | $2,659 | $3,297-19.4% | $4,482-40.7% | $3,332-20.2% |
| Admin fee / account holder | $215 | $5,065-95.8% | $8,020-97.3% | $4,645-95.4% |