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 | $34,012 | $103,376-67.1% | $87,100-61.0% | $152,861-77.7% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 36.57% | 28.10%+8.5pp | 28.19%+8.4pp | 345.32%-308.7pp |
| Employer contribution / active EE | $2,548 | $3,220-20.9% | $2,521+1.1% | $4,762-46.5% |
| Participant deferral / active EE | $5,959 | $4,778+24.7% | $4,049+47.2% | $5,850+1.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |