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 | $49,411 | $228,332-78.4% | $185,823-73.4% | $158,922-68.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 10.52% | 40.80%-30.3pp | 35.95%-25.4pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,614 | $4,967-47.4% | $4,087-36.0% | $4,761-45.1% |
| Participant deferral / active EE | $5,291 | $6,415-17.5% | $5,632-6.1% | $5,982-11.6% |
| Admin fee / account holder | $201 | $11,864-98.3% | $9,500-97.9% | $11,246-98.2% |