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 | $47,158 | $87,733-46.2% | $106,548-55.7% | $85,850-45.1% |
| Participation rate | 90.7% | 71.9%+18.8pp | 76.1%+14.6pp | 69.3%+21.4pp |
| Annual return | 12.28% | 21.86%-9.6pp | 26.80%-14.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,281 | $2,073+10.0% | $2,819-19.1% | $2,565-11.1% |
| Participant deferral / active EE | $4,159 | $3,469+19.9% | $4,398-5.4% | $3,952+5.3% |
| Admin fee / account holder | $40 | $6,767-99.4% | $7,407-99.5% | $6,260-99.4% |