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 | $62,430 | $81,233-23.1% | $155,567-59.9% | $80,874-22.8% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.6pp | 67.6%+15.1pp |
| Annual return | 21.60% | 33.33%-11.7pp | 64.74%-43.1pp | 35.62%-14.0pp |
| Employer contribution / active EE | $3,055 | $3,101-1.5% | $4,674-34.6% | $2,756+10.8% |
| Participant deferral / active EE | $6,059 | $3,452+75.5% | $5,628+7.7% | $4,297+41.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |