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 | $46,638 | $76,552-39.1% | $123,892-62.4% | $62,891-25.8% |
| Participation rate | 98.3% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 21.76% | 18.68%+3.1pp | 47.52%-25.8pp | 20.14%+1.6pp |
| Employer contribution / active EE | $33,007 | $2,883+1045.1% | $4,617+614.9% | $2,281+1347.1% |
| Participant deferral / active EE | $3,560 | $4,840-26.5% | $5,984-40.5% | $3,203+11.1% |
| Admin fee / account holder | $3 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |