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 | $42,986 | $63,346-32.1% | $92,233-53.4% | $70,131-38.7% |
| Participation rate | 78.4% | 68.7%+9.7pp | 76.5%+1.9pp | 69.5%+8.8pp |
| Annual return | 19.16% | 530.12%-511.0pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,815 | $2,471+13.9% | $3,679-23.5% | $2,342+20.2% |
| Participant deferral / active EE | $5,480 | $2,854+92.0% | $3,897+40.6% | $3,332+64.5% |
| Admin fee / account holder | $257 | $3,840-93.3% | $5,194-95.0% | $4,645-94.5% |