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 | $71,326 | $100,852-29.3% | $90,404-21.1% | $158,922-55.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 11.06% | 1724.20%-1713.1pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,465 | $3,689-60.3% | $3,262-55.1% | $4,761-69.2% |
| Participant deferral / active EE | $9,053 | $4,348+108.2% | $3,963+128.4% | $5,982+51.3% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |