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 | $48,224 | $154,117-68.7% | $129,995-62.9% | $139,434-65.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 19.04% | 32.48%-13.4pp | -137.18%+156.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,708 | $5,289-67.7% | $4,320-60.4% | $4,751-64.0% |
| Participant deferral / active EE | $5,115 | $6,710-23.8% | $5,820-12.1% | $6,710-23.8% |
| Admin fee / account holder | $23 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |