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 | $49,294 | $81,446-39.5% | $103,374-52.3% | $80,874-39.0% |
| Participation rate | 97.4% | 66.9%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 36.30% | 25.57%+10.7pp | 24.89%+11.4pp | 35.62%+0.7pp |
| Employer contribution / active EE | $12,549 | $3,107+303.9% | $3,869+224.3% | $2,756+355.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |