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 | $46,641 | $102,966-54.7% | $90,281-48.3% | $152,861-69.5% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 21.06% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,342 | $3,139+6.5% | $2,854+17.1% | $4,762-29.8% |
| Participant deferral / active EE | $4,848 | $4,281+13.2% | $3,885+24.8% | $5,850-17.1% |
| Admin fee / account holder | $164 | $6,171-97.3% | $5,351-96.9% | $11,596-98.6% |