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 | $57,809 | $95,561-39.5% | $77,163-25.1% | $139,434-58.5% |
| Participation rate | 95.8% | 73.9%+21.9pp | 69.6%+26.3pp | 80.3%+15.5pp |
| Annual return | 16.96% | 54.92%-38.0pp | 37.87%-20.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,253 | $3,147-28.4% | $2,535-11.1% | $4,751-52.6% |
| Participant deferral / active EE | $5,715 | $4,624+23.6% | $3,833+49.1% | $6,710-14.8% |
| Admin fee / account holder | $36 | $8,295-99.6% | $5,472-99.3% | $11,403-99.7% |