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 | $48,128 | $156,846-69.3% | $121,098-60.3% | $139,434-65.5% |
| Participation rate | 81.0% | 76.4%+4.5pp | 69.5%+11.5pp | 80.3%+0.6pp |
| Annual return | 11.79% | 1474.56%-1462.8pp | 985.75%-974.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $907 | $5,536-83.6% | $4,164-78.2% | $4,751-80.9% |
| Participant deferral / active EE | $3,260 | $4,844-32.7% | $4,080-20.1% | $6,710-51.4% |
| Admin fee / account holder | $73 | $6,946-99.0% | $5,644-98.7% | $11,403-99.4% |