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 | $63,593 | $100,852-36.9% | $90,404-29.7% | $158,922-60.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 20.81% | 1724.20%-1703.4pp | 1293.02%-1272.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $790 | $3,689-78.6% | $3,262-75.8% | $4,761-83.4% |
| Participant deferral / active EE | $4,325 | $4,348-0.5% | $3,963+9.1% | $5,982-27.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |