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 | $49,566 | $116,175-57.3% | $93,606-47.0% | $152,861-67.6% |
| Participation rate | 81.3% | 78.0%+3.2pp | 75.8%+5.4pp | 82.4%-1.2pp |
| Annual return | 22.50% | 35.96%-13.5pp | 32.76%-10.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,504 | $3,218-53.3% | $2,718-44.7% | $4,762-68.4% |
| Participant deferral / active EE | $5,215 | $4,603+13.3% | $4,069+28.2% | $5,850-10.9% |
| Admin fee / account holder | $211 | $10,748-98.0% | $7,888-97.3% | $11,596-98.2% |