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 | $24,845 | $228,332-89.1% | $185,823-86.6% | $158,922-84.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.93% | 40.80%-27.9pp | 35.95%-23.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,855 | $4,967-62.7% | $4,087-54.6% | $4,761-61.0% |
| Participant deferral / active EE | $1,600 | $6,415-75.1% | $5,632-71.6% | $5,982-73.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |