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 | $47,238 | $131,829-64.2% | $108,579-56.5% | $273,961-82.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 10.19% | -91.57%+101.8pp | -51.70%+61.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,575 | $4,912-67.9% | $3,758-58.1% | $4,869-67.7% |
| Participant deferral / active EE | $3,130 | $5,127-39.0% | $4,311-27.4% | $5,287-40.8% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |