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 | $176,725 | $226,064-21.8% | $182,532-3.2% | $152,861+15.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 22.44% | 192.51%-170.1pp | 148.54%-126.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $591 | $4,978-88.1% | $4,076-85.5% | $4,762-87.6% |
| Participant deferral / active EE | $2,717 | $6,368-57.3% | $5,524-50.8% | $5,850-53.6% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |