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 | $36,220 | $110,502-67.2% | $80,716-55.1% | $167,490-78.4% |
| Participation rate | 75.0% | 64.0%+11.0pp | 54.2%+20.8pp | 82.1%-7.1pp |
| Annual return | 14.60% | 120.54%-105.9pp | 87.28%-72.7pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,249 | $1,543-19.0% | $1,160+7.7% | $4,837-74.2% |
| Participant deferral / active EE | $4,101 | $2,871+42.9% | $2,146+91.1% | $6,341-35.3% |
| Admin fee / account holder | $284 | $4,545-93.7% | $3,380-91.6% | $12,309-97.7% |