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 | $51,907 | $226,064-77.0% | $182,532-71.6% | $152,861-66.0% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.0%-1.5pp | 82.4%-6.0pp |
| Annual return | 26.72% | 192.51%-165.8pp | 148.54%-121.8pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,115 | $4,978-77.6% | $4,076-72.7% | $4,762-76.6% |
| Participant deferral / active EE | $1,842 | $6,368-71.1% | $5,524-66.7% | $5,850-68.5% |
| Admin fee / account holder | $15 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |