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 | $55,225 | $85,202-35.2% | $172,739-68.0% | $72,985-24.3% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.9pp |
| Annual return | 40.28% | 27.32%+13.0pp | 802.84%-762.6pp | 81.00%-40.7pp |
| Employer contribution / active EE | $2,543 | $3,324-23.5% | $5,143-50.6% | $2,440+4.2% |
| Participant deferral / active EE | $5,411 | $3,260+66.0% | $5,198+4.1% | $3,607+50.0% |
| Admin fee / account holder | $1 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |