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 | $58,041 | $109,327-46.9% | $89,391-35.1% | $158,922-63.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 17.77% | 345.68%-327.9pp | 245.62%-227.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,643 | $3,170-16.6% | $2,586+2.2% | $4,761-44.5% |
| Participant deferral / active EE | $7,201 | $4,598+56.6% | $3,890+85.1% | $5,982+20.4% |
| Admin fee / account holder | $270 | $6,153-95.6% | $4,881-94.5% | $11,246-97.6% |