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 | $52,595 | $148,534-64.6% | $135,903-61.3% | $139,434-62.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.04% | 79.19%-62.1pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,116 | $5,243-59.7% | $4,856-56.4% | $4,751-55.5% |
| Participant deferral / active EE | $4,340 | $8,100-46.4% | $7,758-44.1% | $6,710-35.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |