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 | $44,482 | $63,346-29.8% | $92,233-51.8% | $70,131-36.6% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 20.49% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,759 | $2,471+11.6% | $3,679-25.0% | $2,342+17.8% |
| Participant deferral / active EE | $6,391 | $2,854+123.9% | $3,897+64.0% | $3,332+91.8% |
| Admin fee / account holder | $139 | $3,840-96.4% | $5,194-97.3% | $4,645-97.0% |