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 | $35,696 | $107,934-66.9% | $91,989-61.2% | $152,861-76.6% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 25.84% | 89.24%-63.4pp | 69.02%-43.2pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,901 | $4,210-54.9% | $3,452-44.9% | $4,762-60.1% |
| Participant deferral / active EE | $5,585 | $6,364-12.2% | $5,923-5.7% | $5,850-4.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |