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 | $60,550 | $90,503-33.1% | $78,689-23.1% | $273,961-77.9% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 10.91% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $995 | $3,176-68.7% | $2,851-65.1% | $4,869-79.6% |
| Participant deferral / active EE | $1,895 | $3,901-51.4% | $3,517-46.1% | $5,287-64.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |