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 | $61,426 | $96,305-36.2% | $80,569-23.8% | $139,434-55.9% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 19.31% | 1350.08%-1330.8pp | 935.43%-916.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,664 | $3,262-49.0% | $2,723-38.9% | $4,751-65.0% |
| Participant deferral / active EE | $5,697 | $5,232+8.9% | $4,447+28.1% | $6,710-15.1% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |