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 | $35,107 | $116,175-69.8% | $93,606-62.5% | $152,861-77.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 18.88% | 35.96%-17.1pp | 32.76%-13.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,510 | $3,218-53.1% | $2,718-44.4% | $4,762-68.3% |
| Participant deferral / active EE | $4,093 | $4,603-11.1% | $4,069+0.6% | $5,850-30.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |