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 | $49,358 | $101,069-51.2% | $81,478-39.4% | $147,584-66.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.11% | 32.40%-10.3pp | 38.78%-16.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,064 | $3,205-66.8% | $2,568-58.6% | $4,876-78.2% |
| Participant deferral / active EE | $4,491 | $4,242+5.9% | $3,537+27.0% | $5,439-17.4% |
| Admin fee / account holder | $108 | $5,812-98.1% | $4,561-97.6% | $10,885-99.0% |