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 | $42,672 | $117,983-63.8% | $101,794-58.1% | $142,382-70.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 24.72% | 36.92%-12.2pp | 30.53%-5.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,533 | $2,773-8.7% | $2,289+10.7% | $4,299-41.1% |
| Participant deferral / active EE | $5,944 | $4,714+26.1% | $4,084+45.5% | $6,507-8.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |