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 4-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 | $27,190 | $85,022-68.0% | $70,515-61.4% | $139,434-80.5% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 23.95% | 30.38%-6.4pp | 32.77%-8.8pp | 372.94%-349.0pp |
| Employer contribution / active EE | $5,246 | $3,909+34.2% | $2,973+76.4% | $4,751+10.4% |
| Participant deferral / active EE | $5,996 | $5,890+1.8% | $4,567+31.3% | $6,710-10.6% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |