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 | $49,237 | $63,346-22.3% | $92,233-46.6% | $70,131-29.8% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 115.63% | 530.12%-414.5pp | 176.28%-60.6pp | 73.14%+42.5pp |
| Employer contribution / active EE | $2,272 | $2,471-8.1% | $3,679-38.3% | $2,342-3.0% |
| Participant deferral / active EE | $3,935 | $2,854+37.9% | $3,897+1.0% | $3,332+18.1% |
| Admin fee / account holder | $43 | $3,840-98.9% | $5,194-99.2% | $4,645-99.1% |