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 | $54,168 | $88,672-38.9% | $105,223-48.5% | $82,448-34.3% |
| Participation rate | 90.3% | 67.9%+22.4pp | 75.0%+15.3pp | 68.1%+22.3pp |
| Annual return | 19.59% | 30.86%-11.3pp | 180.65%-161.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,756 | $3,048+23.2% | $3,689+1.8% | $2,551+47.2% |
| Participant deferral / active EE | $7,822 | $4,036+93.8% | $5,072+54.2% | $4,139+89.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |