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 | $49,873 | $165,984-70.0% | $164,813-69.7% | $145,922-65.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 19.50% | 100.03%-80.5pp | 69.93%-50.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,350 | $5,273-55.4% | $4,341-45.9% | $4,660-49.6% |
| Participant deferral / active EE | $8,051 | $6,959+15.7% | $6,031+33.5% | $6,688+20.4% |
| Admin fee / account holder | $143 | $16,648-99.1% | $12,690-98.9% | $13,397-98.9% |