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 | $54,004 | $157,256-65.7% | $141,162-61.7% | $152,861-64.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 24.06% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,301 | $5,261-56.3% | $4,735-51.4% | $4,762-51.7% |
| Participant deferral / active EE | $2,579 | $7,109-63.7% | $6,709-61.6% | $5,850-55.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |