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 | $41,223 | $176,377-76.6% | $134,143-69.3% | $158,922-74.1% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 18.17% | 63.63%-45.5pp | 36.33%-18.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $466 | $5,040-90.8% | $3,704-87.4% | $4,761-90.2% |
| Participant deferral / active EE | $657 | $4,091-83.9% | $3,499-81.2% | $5,982-89.0% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |