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 | $42,195 | $104,251-59.5% | $91,001-53.6% | $147,584-71.4% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.6%+19.1pp | 82.8%+11.9pp |
| Annual return | 47.72% | 27.06%+20.7pp | 4.60%+43.1pp | 578.55%-530.8pp |
| Employer contribution / active EE | $8,887 | $3,116+185.2% | $2,456+261.9% | $4,876+82.3% |
| Participant deferral / active EE | $14,290 | $4,195+240.6% | $3,547+302.8% | $5,439+162.7% |
| Admin fee / account holder | $108 | $8,948-98.8% | $5,417-98.0% | $10,885-99.0% |