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 | $53,715 | $98,750-45.6% | $149,696-64.1% | $79,858-32.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 18.93% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,651 | $3,216-48.7% | $4,644-64.4% | $2,471-33.2% |
| Participant deferral / active EE | $5,167 | $5,680-9.0% | $6,842-24.5% | $3,740+38.2% |
| Admin fee / account holder | $256 | $6,053-95.8% | $9,309-97.2% | $5,306-95.2% |