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 9-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 | $62,866 | $63,346-0.8% | $92,233-31.8% | $70,131-10.4% |
| Participation rate | 86.1% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.6pp |
| Annual return | 12.65% | 530.12%-517.5pp | 176.28%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,468 | $2,471-40.6% | $3,679-60.1% | $2,342-37.3% |
| Participant deferral / active EE | $2,876 | $2,854+0.8% | $3,897-26.2% | $3,332-13.7% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |