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 | $43,637 | $111,754-61.0% | $103,333-57.8% | $145,922-70.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.14% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,561 | $4,212-62.9% | $3,868-59.6% | $4,660-66.5% |
| Participant deferral / active EE | $6,853 | $5,619+22.0% | $5,057+35.5% | $6,688+2.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |