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 | $38,941 | $102,966-62.2% | $90,281-56.9% | $152,861-74.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 30.00% | 95.16%-65.2pp | 78.10%-48.1pp | 345.32%-315.3pp |
| Employer contribution / active EE | $3,069 | $3,139-2.2% | $2,854+7.5% | $4,762-35.6% |
| Participant deferral / active EE | $5,183 | $4,281+21.1% | $3,885+33.4% | $5,850-11.4% |
| Admin fee / account holder | $129 | $6,171-97.9% | $5,351-97.6% | $11,596-98.9% |