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 | $47,526 | $215,361-77.9% | $171,082-72.2% | $273,961-82.7% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 9.71% | 25.14%-15.4pp | 32.56%-22.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,557 | $4,967-68.7% | $4,002-61.1% | $4,869-68.0% |
| Participant deferral / active EE | $4,866 | $5,543-12.2% | $4,797+1.4% | $5,287-8.0% |
| Admin fee / account holder | $114 | $10,846-99.0% | $8,520-98.7% | $10,132-98.9% |