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 | $50,553 | $104,251-51.5% | $91,001-44.4% | $147,584-65.7% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 21.83% | 27.06%-5.2pp | 4.60%+17.2pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,134 | $3,116-63.6% | $2,456-53.8% | $4,876-76.7% |
| Participant deferral / active EE | $5,744 | $4,195+36.9% | $3,547+61.9% | $5,439+5.6% |
| Admin fee / account holder | $214 | $8,948-97.6% | $5,417-96.0% | $10,885-98.0% |