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 | $50,950 | $84,233-39.5% | $170,442-70.1% | $70,131-27.4% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 23.05% | 23.06%0pp | 205.93%-182.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,215 | $3,387-64.1% | $5,433-77.6% | $2,342-48.1% |
| Participant deferral / active EE | $2,861 | $3,086-7.3% | $4,939-42.1% | $3,332-14.1% |
| Admin fee / account holder | $139 | $5,698-97.6% | $13,880-99.0% | $4,645-97.0% |