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 | $56,168 | $98,240-42.8% | $82,313-31.8% | $147,584-61.9% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 17.82% | 30.85%-13.0pp | 25.88%-8.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,987 | $3,192-6.4% | $2,428+23.0% | $4,876-38.7% |
| Participant deferral / active EE | $6,725 | $4,383+53.4% | $3,706+81.5% | $5,439+23.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |