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 7-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 | $39,457 | $64,307-38.6% | $57,343-31.2% | $125,391-68.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | 67.38% | 25.12%+42.3pp | 24.39%+43.0pp | 282.22%-214.8pp |
| Employer contribution / active EE | $2,489 | $3,193-22.0% | $2,689-7.4% | $4,866-48.8% |
| Participant deferral / active EE | $1,964 | $3,848-49.0% | $3,162-37.9% | $5,352-63.3% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |