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 | $41,656 | $89,355-53.4% | $141,162-70.5% | $72,985-42.9% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 126.20% | 111.85%+14.4pp | 71.39%+54.8pp | 81.00%+45.2pp |
| Employer contribution / active EE | $3,067 | $3,114-1.5% | $4,735-35.2% | $2,440+25.7% |
| Participant deferral / active EE | $4,353 | $5,418-19.7% | $6,709-35.1% | $3,607+20.7% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |