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 | $32,685 | $100,901-67.6% | $75,670-56.8% | $147,584-77.9% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 25.15% | 35.78%-10.6pp | 27.34%-2.2pp | 578.55%-553.4pp |
| Employer contribution / active EE | $3,092 | $3,253-5.0% | $2,352+31.5% | $4,876-36.6% |
| Participant deferral / active EE | $6,925 | $4,027+72.0% | $3,142+120.4% | $5,439+27.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |