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 | $47,163 | $127,386-63.0% | $115,037-59.0% | $125,391-62.4% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -1.88% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $4,155 | $5,166-19.6% | $4,608-9.8% | $4,866-14.6% |
| Participant deferral / active EE | $12,300 | $6,423+91.5% | $6,026+104.1% | $5,352+129.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |