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 | $46,482 | $108,172-57.0% | $77,482-40.0% | $158,922-70.8% |
| Participation rate | 72.2% | 64.4%+7.8pp | 54.2%+18.0pp | 82.0%-9.7pp |
| Annual return | 2.99% | 31.67%-28.7pp | 54.79%-51.8pp | 302.83%-299.8pp |
| Employer contribution / active EE | $3,644 | $1,325+175.0% | $986+269.4% | $4,761-23.5% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $16 | $3,708-99.6% | $2,858-99.4% | $11,246-99.9% |