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 | $62,298 | $102,616-39.3% | $81,983-24.0% | $158,922-60.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.71% | 61.04%-37.3pp | 41.31%-17.6pp | 302.83%-279.1pp |
| Employer contribution / active EE | $5,289 | $3,240+63.2% | $2,498+111.7% | $4,761+11.1% |
| Participant deferral / active EE | $5,523 | $4,648+18.8% | $3,722+48.4% | $5,982-7.7% |
| Admin fee / account holder | $3 | $8,235-100.0% | $5,664-99.9% | $11,246-100.0% |