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 | $44,039 | $99,652-55.8% | $78,778-44.1% | $147,584-70.2% |
| Participation rate | 95.5% | 76.2%+19.2pp | 69.2%+26.3pp | 82.8%+12.6pp |
| Annual return | 10.99% | 47.28%-36.3pp | 35.62%-24.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,393 | $2,796-14.4% | $1,986+20.5% | $4,876-50.9% |
| Participant deferral / active EE | $4,674 | $3,664+27.6% | $2,958+58.0% | $5,439-14.1% |
| Admin fee / account holder | $192 | $7,155-97.3% | $5,134-96.3% | $10,885-98.2% |