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 | $49,379 | $102,966-52.0% | $90,281-45.3% | $152,861-67.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 17.52% | 95.16%-77.6pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,791 | $3,139-42.9% | $2,854-37.2% | $4,762-62.4% |
| Participant deferral / active EE | $4,265 | $4,281-0.4% | $3,885+9.8% | $5,850-27.1% |
| Admin fee / account holder | $299 | $6,171-95.2% | $5,351-94.4% | $11,596-97.4% |