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 | $49,536 | $112,729-56.1% | $98,716-49.8% | $137,256-63.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 16.99% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,321 | $2,725+21.9% | $2,279+45.7% | $4,156-20.1% |
| Participant deferral / active EE | $8,511 | $4,640+83.4% | $4,048+110.3% | $6,407+32.8% |
| Admin fee / account holder | $163 | $10,129-98.4% | $8,703-98.1% | $12,270-98.7% |