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 | $44,758 | $101,069-55.7% | $81,478-45.1% | $147,584-69.7% |
| Participation rate | 95.2% | 74.5%+20.8pp | 68.0%+27.3pp | 82.8%+12.4pp |
| Annual return | 10.80% | 32.40%-21.6pp | 38.78%-28.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,625 | $3,205-18.1% | $2,568+2.2% | $4,876-46.2% |
| Participant deferral / active EE | $3,966 | $4,242-6.5% | $3,537+12.1% | $5,439-27.1% |
| Admin fee / account holder | $131 | $5,812-97.7% | $4,561-97.1% | $10,885-98.8% |