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 | $56,731 | $93,346-39.2% | $71,796-21.0% | $273,961-79.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 3.35% | 130.39%-127.0pp | 78.04%-74.7pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,705 | $2,733-37.6% | $1,924-11.4% | $4,869-65.0% |
| Participant deferral / active EE | $6,209 | $3,475+78.7% | $2,794+122.2% | $5,287+17.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |