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 | $42,101 | $77,634-45.8% | $156,549-73.1% | $62,891-33.1% |
| Participation rate | 89.2% | 71.2%+18.0pp | 84.0%+5.2pp | 69.3%+19.9pp |
| Annual return | 12.14% | 50.32%-38.2pp | 32.23%-20.1pp | 20.14%-8.0pp |
| Employer contribution / active EE | $2,495 | $3,444-27.5% | $5,501-54.6% | $2,281+9.4% |
| Participant deferral / active EE | $3,801 | $3,045+24.8% | $4,871-22.0% | $3,203+18.7% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |