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 | $39,951 | $93,346-57.2% | $71,796-44.4% | $273,961-85.4% |
| Participation rate | 77.8% | 76.5%+1.2pp | 69.1%+8.7pp | 83.0%-5.2pp |
| Annual return | 131.73% | 130.39%+1.3pp | 78.04%+53.7pp | 41.45%+90.3pp |
| Employer contribution / active EE | $1,551 | $2,733-43.2% | $1,924-19.4% | $4,869-68.1% |
| Participant deferral / active EE | $5,948 | $3,475+71.2% | $2,794+112.9% | $5,287+12.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |