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 | $44,476 | $135,952-67.3% | $123,892-64.1% | $273,961-83.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 50.11% | 56.63%-6.5pp | 47.52%+2.6pp | 41.45%+8.7pp |
| Employer contribution / active EE | $8,946 | $5,170+73.0% | $4,617+93.8% | $4,869+83.7% |
| Participant deferral / active EE | $6,428 | $6,343+1.3% | $5,984+7.4% | $5,287+21.6% |
| Admin fee / account holder | $189 | $9,817-98.1% | $8,357-97.7% | $10,132-98.1% |