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 | $48,317 | $102,616-52.9% | $81,983-41.1% | $158,922-69.6% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.2%+15.4pp | 82.0%+2.7pp |
| Annual return | 14.92% | 61.04%-46.1pp | 41.31%-26.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,439 | $3,240+6.2% | $2,498+37.7% | $4,761-27.8% |
| Participant deferral / active EE | $3,633 | $4,648-21.8% | $3,722-2.4% | $5,982-39.3% |
| Admin fee / account holder | $23 | $8,235-99.7% | $5,664-99.6% | $11,246-99.8% |