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 | $44,386 | $162,781-72.7% | $133,956-66.9% | $158,922-72.1% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 15.89% | 41.94%-26.1pp | 45.09%-29.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,263 | $4,975-74.6% | $3,919-67.8% | $4,761-73.5% |
| Participant deferral / active EE | $3,484 | $5,911-41.1% | $5,048-31.0% | $5,982-41.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |