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 | $32,863 | $99,079-66.8% | $77,999-57.9% | $273,961-88.0% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 7.24% | 217.93%-210.7pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,336 | $3,308-59.6% | $2,470-45.9% | $4,869-72.6% |
| Participant deferral / active EE | $2,630 | $4,306-38.9% | $3,497-24.8% | $5,287-50.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |