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 | $38,483 | $99,918-61.5% | $81,382-52.7% | $145,922-73.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 16.66% | 34.32%-17.7pp | 24.73%-8.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,514 | $2,978-49.2% | $2,463-38.5% | $4,660-67.5% |
| Participant deferral / active EE | $4,527 | $4,605-1.7% | $3,883+16.6% | $6,688-32.3% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |