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 | $44,072 | $99,079-55.5% | $77,999-43.5% | $273,961-83.9% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 7.40% | 217.93%-210.5pp | 425.96%-418.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,206 | $3,308-3.1% | $2,470+29.8% | $4,869-34.1% |
| Participant deferral / active EE | $5,905 | $4,306+37.1% | $3,497+68.9% | $5,287+11.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |