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 | $57,482 | $112,881-49.1% | $90,951-36.8% | $158,922-63.8% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 15.34% | 215.79%-200.5pp | 134.60%-119.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,708 | $2,893-41.0% | $2,122-19.5% | $4,761-64.1% |
| Participant deferral / active EE | $6,061 | $4,128+46.8% | $3,373+79.7% | $5,982+1.3% |
| Admin fee / account holder | $254 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |