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 | $42,359 | $152,587-72.2% | $125,175-66.2% | $152,861-72.3% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 22.89% | 54.84%-31.9pp | 43.79%-20.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,052 | $4,946-78.7% | $3,865-72.8% | $4,762-77.9% |
| Participant deferral / active EE | $4,540 | $5,868-22.6% | $4,937-8.0% | $5,850-22.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |