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 | $37,956 | $232,540-83.7% | $185,117-79.5% | $147,584-74.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 26.72% | 43.03%-16.3pp | 40.50%-13.8pp | 578.55%-551.8pp |
| Employer contribution / active EE | $3,633 | $5,195-30.1% | $4,182-13.1% | $4,876-25.5% |
| Participant deferral / active EE | $6,399 | $5,834+9.7% | $5,045+26.8% | $5,439+17.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |