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 | $52,736 | $98,240-46.3% | $82,313-35.9% | $147,584-64.3% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 15.13% | 30.85%-15.7pp | 25.88%-10.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,073 | $3,192-66.4% | $2,428-55.8% | $4,876-78.0% |
| Participant deferral / active EE | $5,096 | $4,383+16.3% | $3,706+37.5% | $5,439-6.3% |
| Admin fee / account holder | $16 | $8,563-99.8% | $5,608-99.7% | $10,885-99.9% |