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 | $43,989 | $89,355-50.8% | $141,162-68.8% | $72,985-39.7% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 25.67% | 111.85%-86.2pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,071 | $3,114-33.5% | $4,735-56.3% | $2,440-15.1% |
| Participant deferral / active EE | $3,378 | $5,418-37.7% | $6,709-49.7% | $3,607-6.4% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |