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 | $28,133 | $116,175-75.8% | $93,606-69.9% | $152,861-81.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 29.36% | 35.96%-6.6pp | 32.76%-3.4pp | 345.32%-316.0pp |
| Employer contribution / active EE | $8,347 | $3,218+159.4% | $2,718+207.1% | $4,762+75.3% |
| Participant deferral / active EE | $4,026 | $4,603-12.5% | $4,069-1.1% | $5,850-31.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |