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 | $44,683 | $96,484-53.7% | $75,886-41.1% | $152,861-70.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 29.18% | 33.98%-4.8pp | 30.76%-1.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $4,009 | $3,309+21.1% | $2,500+60.3% | $4,762-15.8% |
| Participant deferral / active EE | $5,970 | $4,553+31.1% | $3,603+65.7% | $5,850+2.1% |
| Admin fee / account holder | $96 | $8,078-98.8% | $5,418-98.2% | $11,596-99.2% |