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 | $64,141 | $85,766-25.2% | $136,294-52.9% | $70,131-8.5% |
| Participation rate | 73.1% | 74.2%-1.1pp | 81.9%-8.8pp | 69.5%+3.5pp |
| Annual return | 24.03% | 31.45%-7.4pp | 5155.94%-5131.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $3,162 | $2,966+6.6% | $4,695-32.7% | $2,342+35.0% |
| Participant deferral / active EE | $7,860 | $5,051+55.6% | $6,247+25.8% | $3,332+135.9% |
| Admin fee / account holder | $53 | $5,420-99.0% | $9,243-99.4% | $4,645-98.9% |