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 | $59,290 | $100,901-41.2% | $75,670-21.6% | $147,584-59.8% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.3%+7.7pp | 82.8%-2.8pp |
| Annual return | 23.47% | 35.78%-12.3pp | 27.34%-3.9pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,075 | $3,253-67.0% | $2,352-54.3% | $4,876-78.0% |
| Participant deferral / active EE | $3,744 | $4,027-7.0% | $3,142+19.1% | $5,439-31.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |