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 | $35,531 | $85,766-58.6% | $136,294-73.9% | $70,131-49.3% |
| Participation rate | 73.0% | 74.2%-1.2pp | 81.9%-8.9pp | 69.5%+3.4pp |
| Annual return | 22.51% | 31.45%-8.9pp | 5155.94%-5133.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $594 | $2,966-80.0% | $4,695-87.3% | $2,342-74.6% |
| Participant deferral / active EE | $2,779 | $5,051-45.0% | $6,247-55.5% | $3,332-16.6% |
| Admin fee / account holder | $186 | $5,420-96.6% | $9,243-98.0% | $4,645-96.0% |