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 | $52,318 | $96,484-45.8% | $75,886-31.1% | $152,861-65.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 23.95% | 33.98%-10.0pp | 30.76%-6.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,438 | $3,309+3.9% | $2,500+37.5% | $4,762-27.8% |
| Participant deferral / active EE | $5,997 | $4,553+31.7% | $3,603+66.4% | $5,850+2.5% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |