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 | $20,404 | $91,037-77.6% | $71,671-71.5% | $147,584-86.2% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 36.75% | 20.48%+16.3pp | 20.65%+16.1pp | 578.55%-541.8pp |
| Employer contribution / active EE | $3,427 | $3,327+3.0% | $2,460+39.3% | $4,876-29.7% |
| Participant deferral / active EE | $9,867 | $4,498+119.4% | $3,438+187.0% | $5,439+81.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |