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 | $46,327 | $104,251-55.6% | $91,001-49.1% | $147,584-68.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 19.31% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,927 | $3,116-6.1% | $2,456+19.2% | $4,876-40.0% |
| Participant deferral / active EE | $5,962 | $4,195+42.1% | $3,547+68.1% | $5,439+9.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |