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 3-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 | $51,554 | $110,261-53.2% | $95,745-46.2% | $139,434-63.0% |
| Participation rate | 71.4% | 75.8%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 22.13% | 27.11%-5.0pp | 28.35%-6.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,527 | $3,257-22.4% | $2,835-10.8% | $4,751-46.8% |
| Participant deferral / active EE | $7,247 | $4,676+55.0% | $4,245+70.7% | $6,710+8.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |