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 | $64,453 | $127,065-49.3% | $113,168-43.0% | $142,382-54.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 19.38% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,347 | $3,442-31.8% | $2,975-21.1% | $4,299-45.4% |
| Participant deferral / active EE | $5,652 | $5,716-1.1% | $5,107+10.7% | $6,507-13.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |