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 | $45,050 | $157,256-71.4% | $141,162-68.1% | $152,861-70.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.47% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,114 | $5,261-78.8% | $4,735-76.5% | $4,762-76.6% |
| Participant deferral / active EE | $7,226 | $7,109+1.6% | $6,709+7.7% | $5,850+23.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |