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 | $49,049 | $148,534-67.0% | $135,903-63.9% | $139,434-64.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 24.11% | 79.19%-55.1pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,240 | $5,243-57.3% | $4,856-53.9% | $4,751-52.9% |
| Participant deferral / active EE | $7,838 | $8,100-3.2% | $7,758+1.0% | $6,710+16.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |