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 | $46,541 | $65,041-28.4% | $90,951-48.8% | $79,858-41.7% |
| Participation rate | 80.5% | 61.6%+18.9pp | 69.0%+11.5pp | 69.6%+10.9pp |
| Annual return | 15.31% | 30.45%-15.1pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,682 | $1,247+115.1% | $2,122+26.4% | $2,471+8.6% |
| Participant deferral / active EE | $4,852 | $2,512+93.2% | $3,373+43.9% | $3,740+29.7% |
| Admin fee / account holder | $9 | $4,536-99.8% | $5,959-99.8% | $5,306-99.8% |