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 | $49,198 | $85,022-42.1% | $70,515-30.2% | $139,434-64.7% |
| Participation rate | 77.8% | 73.9%+3.9pp | 68.3%+9.4pp | 80.3%-2.5pp |
| Annual return | 22.14% | 30.38%-8.2pp | 32.77%-10.6pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,868 | $3,909-26.6% | $2,973-3.5% | $4,751-39.6% |
| Participant deferral / active EE | $4,043 | $5,890-31.4% | $4,567-11.5% | $6,710-39.7% |
| Admin fee / account holder | $162 | $8,906-98.2% | $6,412-97.5% | $11,403-98.6% |