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 | $36,157 | $114,381-68.4% | $107,525-66.4% | $142,382-74.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.34% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,878 | $4,015-53.2% | $3,754-50.0% | $4,299-56.3% |
| Participant deferral / active EE | $2,739 | $5,564-50.8% | $5,116-46.5% | $6,507-57.9% |
| Admin fee / account holder | $167 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |