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 | $47,776 | $62,573-23.6% | $85,682-44.2% | $85,850-44.3% |
| Participation rate | 93.3% | 61.1%+32.2pp | 69.9%+23.5pp | 69.3%+24.0pp |
| Annual return | 16.53% | 23.77%-7.2pp | 21.49%-5.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $5,238 | $1,757+198.2% | $2,618+100.1% | $2,565+104.2% |
| Participant deferral / active EE | $3,423 | $2,802+22.1% | $3,923-12.7% | $3,952-13.4% |
| Admin fee / account holder | $1 | $4,640-100.0% | $6,873-100.0% | $6,260-100.0% |