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 | $42,487 | $89,355-52.5% | $141,162-69.9% | $72,985-41.8% |
| Participation rate | 81.0% | 75.1%+5.8pp | 82.5%-1.5pp | 69.5%+11.5pp |
| Annual return | 37.08% | 111.85%-74.8pp | 71.39%-34.3pp | 81.00%-43.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,734 | $5,418+61.2% | $6,709+30.2% | $3,607+142.1% |
| Admin fee / account holder | $3 | $5,958-100.0% | $10,261-100.0% | $5,124-99.9% |