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 | $112,729-62.1% | $98,716-56.8% | $137,256-68.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 24.72% | 38.48%-13.8pp | 31.81%-7.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,533 | $2,725-7.1% | $2,279+11.2% | $4,156-39.1% |
| Participant deferral / active EE | $5,944 | $4,640+28.1% | $4,048+46.8% | $6,407-7.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |