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 | $65,398 | $99,918-34.5% | $81,382-19.6% | $145,922-55.2% |
| Participation rate | 73.3% | 74.2%-0.8pp | 69.5%+3.8pp | 80.3%-6.9pp |
| Annual return | 19.26% | 34.32%-15.1pp | 24.73%-5.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,735 | $4,605-40.6% | $3,883-29.6% | $6,688-59.1% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |