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 | $50,983 | $112,096-54.5% | $95,952-46.9% | $158,922-67.9% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 33.22% | 171.09%-137.9pp | 91.61%-58.4pp | 302.83%-269.6pp |
| Employer contribution / active EE | $2,537 | $3,198-20.7% | $2,541-0.2% | $4,761-46.7% |
| Participant deferral / active EE | $4,902 | $4,784+2.5% | $4,167+17.6% | $5,982-18.1% |
| Admin fee / account holder | $3 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |