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 | $35,767 | $77,634-53.9% | $156,549-77.2% | $62,891-43.1% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.6pp | 69.3%+28.3pp |
| Annual return | 12.92% | 50.32%-37.4pp | 32.23%-19.3pp | 20.14%-7.2pp |
| Employer contribution / active EE | $5,442 | $3,444+58.0% | $5,501-1.1% | $2,281+138.6% |
| Participant deferral / active EE | $4,368 | $3,045+43.4% | $4,871-10.3% | $3,203+36.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |