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 | $46,197 | $127,386-63.7% | $115,037-59.8% | $125,391-63.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.98% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,796 | $5,166-45.9% | $4,608-39.3% | $4,866-42.5% |
| Participant deferral / active EE | $8,165 | $6,423+27.1% | $6,026+35.5% | $5,352+52.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |