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 | $40,869 | $152,587-73.2% | $125,175-67.4% | $152,861-73.3% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 27.99% | 54.84%-26.8pp | 43.79%-15.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,461 | $4,946-50.3% | $3,865-36.3% | $4,762-48.3% |
| Participant deferral / active EE | $4,256 | $5,868-27.5% | $4,937-13.8% | $5,850-27.2% |
| Admin fee / account holder | $234 | $13,434-98.3% | $9,702-97.6% | $11,596-98.0% |