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 | $59,380 | $81,208-26.9% | $98,907-40.0% | $79,858-25.6% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 12.05% | 60.99%-48.9pp | 196.43%-184.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,875 | $1,960+97.7% | $2,689+44.1% | $2,471+56.8% |
| Participant deferral / active EE | $2,069 | $3,265-36.6% | $4,244-51.3% | $3,740-44.7% |
| Admin fee / account holder | $259 | $6,013-95.7% | $6,642-96.1% | $5,306-95.1% |