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 | $41,988 | $107,334-60.9% | $92,893-54.8% | $152,861-72.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 23.83% | 145.58%-121.8pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,583 | $4,221-62.5% | $3,653-56.7% | $4,762-66.8% |
| Participant deferral / active EE | $1,592 | $4,845-67.1% | $4,236-62.4% | $5,850-72.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |