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 | $37,268 | $165,912-77.5% | $122,332-69.5% | $147,584-74.7% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 14.26% | 34.55%-20.3pp | 30.27%-16.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,405 | $5,754-75.6% | $4,050-65.3% | $4,876-71.2% |
| Participant deferral / active EE | $5,069 | $4,005+26.5% | $3,287+54.2% | $5,439-6.8% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |