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 | $19,075 | $115,770-83.5% | $101,248-81.2% | $158,922-88.0% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 16.58% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $4,206 | $4,175+0.8% | $3,660+14.9% | $4,761-11.7% |
| Participant deferral / active EE | $5,300 | $4,957+6.9% | $4,370+21.3% | $5,982-11.4% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |