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 | $47,467 | $99,079-52.1% | $77,999-39.1% | $273,961-82.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 5.34% | 217.93%-212.6pp | 425.96%-420.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,316 | $3,308-30.0% | $2,470-6.3% | $4,869-52.4% |
| Participant deferral / active EE | $6,514 | $4,306+51.3% | $3,497+86.3% | $5,287+23.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |