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 4-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 | $89,440 | $173,345-48.4% | $136,007-34.2% | $145,922-38.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.67% | 1163.32%-1138.6pp | 579.32%-554.6pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,495 | $5,278-52.7% | $4,217-40.8% | $4,660-46.4% |
| Participant deferral / active EE | $6,109 | $8,699-29.8% | $7,025-13.0% | $6,688-8.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |