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 | $43,298 | $165,912-73.9% | $122,332-64.6% | $147,584-70.7% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 12.18% | 34.55%-22.4pp | 30.27%-18.1pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,624 | $5,754-54.4% | $4,050-35.2% | $4,876-46.2% |
| Participant deferral / active EE | $6,628 | $4,005+65.5% | $3,287+101.6% | $5,439+21.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |