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 | $172,111-72.3% | $150,298-68.3% | $137,256-65.3% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 27.12% | 69.37%-42.2pp | 62.79%-35.7pp | 220.34%-193.2pp |
| Employer contribution / active EE | $2,080 | $4,636-55.1% | $4,154-49.9% | $4,156-49.9% |
| Participant deferral / active EE | $6,371 | $6,166+3.3% | $5,453+16.8% | $6,407-0.6% |
| Admin fee / account holder | $7 | $16,471-100.0% | $14,116-100.0% | $12,270-99.9% |