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 | $62,998 | $165,912-62.0% | $122,332-48.5% | $147,584-57.3% |
| Participation rate | 89.5% | 79.6%+9.9pp | 71.6%+17.8pp | 82.8%+6.6pp |
| Annual return | 26.21% | 34.55%-8.3pp | 30.27%-4.1pp | 578.55%-552.3pp |
| Employer contribution / active EE | $2,557 | $5,754-55.6% | $4,050-36.9% | $4,876-47.6% |
| Participant deferral / active EE | $5,863 | $4,005+46.4% | $3,287+78.4% | $5,439+7.8% |
| Admin fee / account holder | $1 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |