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 | $56,988 | $72,071-20.9% | $68,368-16.6% | $137,256-58.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.11% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,458 | $2,788-47.7% | $2,649-44.9% | $4,156-64.9% |
| Participant deferral / active EE | $2,340 | $4,410-46.9% | $4,123-43.2% | $6,407-63.5% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.7% | $12,270-99.9% |