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 | $61,737 | $107,334-42.5% | $92,893-33.5% | $152,861-59.6% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 27.48% | 145.58%-118.1pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,459 | $4,221-41.7% | $3,653-32.7% | $4,762-48.4% |
| Participant deferral / active EE | $6,700 | $4,845+38.3% | $4,236+58.2% | $5,850+14.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |