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 | $43,113 | $53,822-19.9% | $75,696-43.0% | $85,850-49.8% |
| Participation rate | 88.2% | 69.1%+19.2pp | 74.8%+13.4pp | 69.3%+18.9pp |
| Annual return | 32.03% | 24.54%+7.5pp | 104.53%-72.5pp | 318.53%-286.5pp |
| Employer contribution / active EE | $3,621 | $2,017+79.5% | $2,743+32.0% | $2,565+41.2% |
| Participant deferral / active EE | $2,414 | $2,895-16.6% | $3,821-36.8% | $3,952-38.9% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |