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 | $71,882 | $149,734-52.0% | $118,925-39.6% | $158,922-54.8% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 20.22% | 19.95%+0.3pp | 35.88%-15.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,313 | $4,115-43.8% | $3,263-29.1% | $4,761-51.4% |
| Participant deferral / active EE | $2,284 | $5,223-56.3% | $4,265-46.4% | $5,982-61.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |