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 | $56,263 | $116,175-51.6% | $93,606-39.9% | $152,861-63.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.32% | 35.96%-16.6pp | 32.76%-13.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,616 | $3,218-49.8% | $2,718-40.6% | $4,762-66.1% |
| Participant deferral / active EE | $1,616 | $4,603-64.9% | $4,069-60.3% | $5,850-72.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |