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 | $48,590 | $148,534-67.3% | $135,903-64.2% | $139,434-65.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.66% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,392 | $5,243-73.5% | $4,856-71.3% | $4,751-70.7% |
| Participant deferral / active EE | $3,877 | $8,100-52.1% | $7,758-50.0% | $6,710-42.2% |
| Admin fee / account holder | $3 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |