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 | $29,728 | $99,652-70.2% | $78,778-62.3% | $147,584-79.9% |
| Participation rate | 82.4% | 76.2%+6.1pp | 69.2%+13.2pp | 82.8%-0.5pp |
| Annual return | 8.63% | 47.28%-38.7pp | 35.62%-27.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,244 | $2,796-55.5% | $1,986-37.3% | $4,876-74.5% |
| Participant deferral / active EE | $4,525 | $3,664+23.5% | $2,958+52.9% | $5,439-16.8% |
| Admin fee / account holder | $299 | $7,155-95.8% | $5,134-94.2% | $10,885-97.3% |