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 | $46,216 | $133,922-65.5% | $116,228-60.2% | $142,382-67.5% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 14.88% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,446 | $3,446-29.0% | $2,994-18.3% | $4,299-43.1% |
| Participant deferral / active EE | $3,797 | $5,672-33.1% | $4,953-23.3% | $6,507-41.7% |
| Admin fee / account holder | $257 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |