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 | $44,524 | $148,534-70.0% | $135,903-67.2% | $139,434-68.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 23.33% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,715 | $5,243-67.3% | $4,856-64.7% | $4,751-63.9% |
| Participant deferral / active EE | $4,390 | $8,100-45.8% | $7,758-43.4% | $6,710-34.6% |
| Admin fee / account holder | $184 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |