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 | $81,580 | $89,355-8.7% | $141,162-42.2% | $72,985+11.8% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 27.86% | 111.85%-84.0pp | 71.39%-43.5pp | 81.00%-53.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,273 | $5,418+15.8% | $6,709-6.5% | $3,607+73.9% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |