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 | $47,563 | $197,591-75.9% | $177,821-73.3% | $158,922-70.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 19.15% | 58.76%-39.6pp | 48.32%-29.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,037 | $6,697-69.6% | $5,918-65.6% | $4,761-57.2% |
| Participant deferral / active EE | $6,122 | $8,405-27.2% | $7,714-20.6% | $5,982+2.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |