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 | $48,507 | $165,335-70.7% | $149,696-67.6% | $158,922-69.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 11.87% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,033 | $5,103-40.6% | $4,644-34.7% | $4,761-36.3% |
| Participant deferral / active EE | $3,933 | $7,181-45.2% | $6,842-42.5% | $5,982-34.3% |
| Admin fee / account holder | $288 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |