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 9-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 | $43,240 | $105,859-59.2% | $90,160-52.0% | $147,584-70.7% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 15.53% | 37.63%-22.1pp | 34.88%-19.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,364 | $4,126-18.5% | $3,318+1.4% | $4,876-31.0% |
| Participant deferral / active EE | $3,721 | $5,733-35.1% | $5,288-29.6% | $5,439-31.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |