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 | $54,540 | $72,071-24.3% | $68,368-20.2% | $137,256-60.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 15.79% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,462 | $2,788+24.2% | $2,649+30.7% | $4,156-16.7% |
| Participant deferral / active EE | $4,553 | $4,410+3.2% | $4,123+10.4% | $6,407-28.9% |
| Admin fee / account holder | $18 | $5,336-99.7% | $5,150-99.6% | $12,270-99.9% |