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 | $55,436 | $84,233-34.2% | $170,442-67.5% | $70,131-21.0% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 17.68% | 23.06%-5.4pp | 205.93%-188.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,658 | $3,387-51.0% | $5,433-69.5% | $2,342-29.2% |
| Participant deferral / active EE | $6,008 | $3,086+94.7% | $4,939+21.6% | $3,332+80.3% |
| Admin fee / account holder | $245 | $5,698-95.7% | $13,880-98.2% | $4,645-94.7% |