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 | $37,994 | $108,172-64.9% | $77,482-51.0% | $158,922-76.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.93% | 31.67%-18.7pp | 54.79%-41.9pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,160 | $1,325+63.0% | $986+118.9% | $4,761-54.6% |
| Participant deferral / active EE | $2,513 | $2,456+2.3% | $1,861+35.0% | $5,982-58.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |