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 | $52,435 | $197,591-73.5% | $177,821-70.5% | $158,922-67.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 22.01% | 58.76%-36.7pp | 48.32%-26.3pp | 302.83%-280.8pp |
| Employer contribution / active EE | $5,258 | $6,697-21.5% | $5,918-11.2% | $4,761+10.4% |
| Participant deferral / active EE | $11,124 | $8,405+32.3% | $7,714+44.2% | $5,982+85.9% |
| Admin fee / account holder | $66 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |