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 | $48,221 | $113,339-57.5% | $94,993-49.2% | $147,584-67.3% |
| Participation rate | 77.8% | 78.0%-0.2pp | 73.9%+3.9pp | 82.8%-5.1pp |
| Annual return | 25.72% | 20.77%+4.9pp | 27.12%-1.4pp | 578.55%-552.8pp |
| Employer contribution / active EE | $1,093 | $3,160-65.4% | $2,603-58.0% | $4,876-77.6% |
| Participant deferral / active EE | $11,066 | $3,777+193.0% | $3,317+233.6% | $5,439+103.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |