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 | $42,489 | $84,233-49.6% | $170,442-75.1% | $70,131-39.4% |
| Participation rate | 88.6% | 70.8%+17.7pp | 83.6%+5.0pp | 69.5%+19.0pp |
| Annual return | 19.28% | 23.06%-3.8pp | 205.93%-186.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,387 | $3,387+29.5% | $5,433-19.2% | $2,342+87.3% |
| Participant deferral / active EE | $4,152 | $3,086+34.5% | $4,939-16.0% | $3,332+24.6% |
| Admin fee / account holder | $229 | $5,698-96.0% | $13,880-98.3% | $4,645-95.1% |