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 | $49,551 | $93,346-46.9% | $71,796-31.0% | $273,961-81.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 6.71% | 130.39%-123.7pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,278 | $2,733-53.2% | $1,924-33.6% | $4,869-73.7% |
| Participant deferral / active EE | $2,698 | $3,475-22.4% | $2,794-3.4% | $5,287-49.0% |
| Admin fee / account holder | $93 | $6,571-98.6% | $4,815-98.1% | $10,132-99.1% |