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 | $51,604 | $91,190-43.4% | $178,490-71.1% | $79,858-35.4% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 23.22% | 24.19%-1.0pp | 151.07%-127.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $2,730 | $3,256-16.2% | $5,011-45.5% | $2,471+10.5% |
| Participant deferral / active EE | $6,833 | $3,236+111.2% | $5,202+31.4% | $3,740+82.7% |
| Admin fee / account holder | $211 | $6,751-96.9% | $13,984-98.5% | $5,306-96.0% |