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 | $36,499 | $110,257-66.9% | $96,544-62.2% | $139,434-73.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.27% | 26.32%-14.0pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $831 | $3,620-77.0% | $2,965-72.0% | $4,751-82.5% |
| Participant deferral / active EE | $3,075 | $5,548-44.6% | $4,851-36.6% | $6,710-54.2% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |