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 | $41,551 | $96,965-57.1% | $97,995-57.6% | $147,584-71.8% |
| Participation rate | 94.7% | 83.6%+11.1pp | 82.4%+12.4pp | 82.8%+11.9pp |
| Annual return | 21.01% | 24.11%-3.1pp | 23.94%-2.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,549 | $4,536-65.9% | $4,158-62.7% | $4,876-68.2% |
| Participant deferral / active EE | $4,288 | $5,081-15.6% | $5,097-15.9% | $5,439-21.2% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |