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 | $49,756 | $127,386-60.9% | $115,037-56.7% | $125,391-60.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.42% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $3,289 | $5,166-36.3% | $4,608-28.6% | $4,866-32.4% |
| Participant deferral / active EE | $5,558 | $6,423-13.5% | $6,026-7.8% | $5,352+3.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |