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 | $47,593 | $177,572-73.2% | $154,803-69.3% | $142,382-66.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 27.12% | 65.07%-37.9pp | 58.88%-31.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $2,080 | $4,810-56.8% | $4,305-51.7% | $4,299-51.6% |
| Participant deferral / active EE | $6,371 | $6,272+1.6% | $5,540+15.0% | $6,507-2.1% |
| Admin fee / account holder | $7 | $16,786-100.0% | $14,329-100.0% | $12,624-99.9% |