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 5-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 | $61,341 | $111,754-45.1% | $103,333-40.6% | $145,922-58.0% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.6pp |
| Annual return | 12.44% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,587 | $4,212+32.6% | $3,868+44.5% | $4,660+19.9% |
| Participant deferral / active EE | $4,555 | $5,619-18.9% | $5,057-9.9% | $6,688-31.9% |
| Admin fee / account holder | $68 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |