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 | $25,056 | $91,037-72.5% | $71,671-65.0% | $147,584-83.0% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 20.58% | 20.48%+0.1pp | 20.65%-0.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,497 | $3,327-55.0% | $2,460-39.1% | $4,876-69.3% |
| Participant deferral / active EE | $3,547 | $4,498-21.1% | $3,438+3.2% | $5,439-34.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |