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 | $46,842 | $168,632-72.2% | $147,614-68.3% | $125,391-62.6% |
| Participation rate | 88.2% | 88.8%-0.5pp | 84.6%+3.6pp | 83.2%+5.0pp |
| Annual return | 0.56% | 77.65%-77.1pp | 61.98%-61.4pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,570 | $6,252-74.9% | $5,564-71.8% | $4,866-67.7% |
| Participant deferral / active EE | $3,349 | $5,507-39.2% | $4,895-31.6% | $5,352-37.4% |
| Admin fee / account holder | $164 | $13,580-98.8% | $11,611-98.6% | $9,540-98.3% |