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 | $50,113 | $232,540-78.4% | $185,117-72.9% | $147,584-66.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 12.37% | 43.03%-30.7pp | 40.50%-28.1pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,930 | $5,195-43.6% | $4,182-29.9% | $4,876-39.9% |
| Participant deferral / active EE | $4,189 | $5,834-28.2% | $5,045-17.0% | $5,439-23.0% |
| Admin fee / account holder | $256 | $10,275-97.5% | $8,159-96.9% | $10,885-97.7% |