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 | $48,766 | $78,705-38.0% | $117,854-58.6% | $70,131-30.5% |
| Participation rate | 76.0% | 73.2%+2.8pp | 79.7%-3.7pp | 69.5%+6.5pp |
| Annual return | 15.68% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,239 | $2,223+0.7% | $3,786-40.9% | $2,342-4.4% |
| Participant deferral / active EE | $7,648 | $3,297+132.0% | $4,482+70.6% | $3,332+129.6% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |