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 | $52,397 | $81,632-35.8% | $70,449-25.6% | $158,922-67.0% |
| Participation rate | 78.9% | 77.7%+1.2pp | 75.1%+3.9pp | 82.0%-3.0pp |
| Annual return | 11.82% | 208.40%-196.6pp | 109.03%-97.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,244 | $3,217-61.3% | $2,737-54.5% | $4,761-73.9% |
| Participant deferral / active EE | $5,133 | $4,554+12.7% | $3,709+38.4% | $5,982-14.2% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |