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 | $47,708 | $153,772-69.0% | $133,980-64.4% | $273,961-82.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 20.35% | 36.51%-16.2pp | 29.30%-8.9pp | 41.45%-21.1pp |
| Employer contribution / active EE | $1,317 | $6,029-78.2% | $5,211-74.7% | $4,869-72.9% |
| Participant deferral / active EE | $9,395 | $6,958+35.0% | $6,282+49.6% | $5,287+77.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |