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 | $62,416 | $176,812-64.7% | $146,665-57.4% | $167,490-62.7% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 14.79% | 24.03%-9.2pp | 22.74%-8.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,866 | $5,160-44.5% | $4,136-30.7% | $4,837-40.8% |
| Participant deferral / active EE | $3,867 | $6,440-39.9% | $5,506-29.8% | $6,341-39.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |