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 | $32,314 | $102,966-68.6% | $90,281-64.2% | $152,861-78.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.28% | 95.16%-80.9pp | 78.10%-63.8pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,642 | $3,139-15.8% | $2,854-7.4% | $4,762-44.5% |
| Participant deferral / active EE | $5,610 | $4,281+31.0% | $3,885+44.4% | $5,850-4.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |