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 | $48,916 | $107,334-54.4% | $92,893-47.3% | $152,861-68.0% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 24.47% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,152 | $4,221-25.3% | $3,653-13.7% | $4,762-33.8% |
| Participant deferral / active EE | $4,709 | $4,845-2.8% | $4,236+11.2% | $5,850-19.5% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |