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 | $54,216 | $179,726-69.8% | $156,263-65.3% | $142,382-61.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 17.71% | 77.86%-60.1pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,302 | $5,069-74.3% | $4,333-70.0% | $4,299-69.7% |
| Participant deferral / active EE | $3,188 | $6,956-54.2% | $6,158-48.2% | $6,507-51.0% |
| Admin fee / account holder | $40 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |