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 | $44,049 | $85,766-48.6% | $136,294-67.7% | $70,131-37.2% |
| Participation rate | 73.9% | 74.2%-0.2pp | 81.9%-8.0pp | 69.5%+4.4pp |
| Annual return | 19.26% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,020 | $2,966-65.6% | $4,695-78.3% | $2,342-56.5% |
| Participant deferral / active EE | $2,983 | $5,051-40.9% | $6,247-52.3% | $3,332-10.5% |
| Admin fee / account holder | $157 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |