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 | $44,906 | $214,378-79.1% | $200,582-77.6% | $142,382-68.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.60% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,615 | $6,841-76.4% | $6,419-74.8% | $4,299-62.4% |
| Participant deferral / active EE | $3,477 | $9,865-64.8% | $9,331-62.7% | $6,507-46.6% |
| Admin fee / account holder | $178 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |