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 | $47,384 | $107,015-55.7% | $73,545-35.6% | $147,584-67.9% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 25.76% | 38.25%-12.5pp | -15.16%+40.9pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,398 | $1,760+36.3% | $1,219+96.7% | $4,876-50.8% |
| Participant deferral / active EE | $11,979 | $2,462+386.6% | $1,806+563.3% | $5,439+120.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |