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 | $61,468 | $127,386-51.7% | $115,037-46.6% | $125,391-51.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.17% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $3,215 | $5,166-37.8% | $4,608-30.2% | $4,866-33.9% |
| Participant deferral / active EE | $7,784 | $6,423+21.2% | $6,026+29.2% | $5,352+45.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |