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 | $37,603 | $77,634-51.6% | $156,549-76.0% | $62,891-40.2% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 14.01% | 50.32%-36.3pp | 32.23%-18.2pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,679 | $3,444-51.2% | $5,501-69.5% | $2,281-26.4% |
| Participant deferral / active EE | $4,057 | $3,045+33.2% | $4,871-16.7% | $3,203+26.7% |
| Admin fee / account holder | $228 | $5,561-95.9% | $13,027-98.3% | $4,296-94.7% |