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 | $48,229 | $78,422-38.5% | $95,952-49.7% | $79,858-39.6% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.1pp |
| Annual return | 20.39% | 19.37%+1.0pp | 91.61%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $5,132 | $1,945+163.8% | $2,541+102.0% | $2,471+107.7% |
| Participant deferral / active EE | $3,520 | $3,440+2.3% | $4,167-15.5% | $3,740-5.9% |
| Admin fee / account holder | $294 | $5,622-94.8% | $6,795-95.7% | $5,306-94.5% |