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 | $26,967 | $72,492-62.8% | $87,100-69.0% | $72,985-63.1% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.9%-3.9pp | 69.5%+3.5pp |
| Annual return | 52.35% | 24.46%+27.9pp | 28.19%+24.2pp | 81.00%-28.6pp |
| Employer contribution / active EE | $2,242 | $1,894+18.4% | $2,521-11.1% | $2,440-8.1% |
| Participant deferral / active EE | $4,835 | $3,270+47.9% | $4,049+19.4% | $3,607+34.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |