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 | $63,703 | $84,402-24.5% | $61,373+3.8% | $134,475-52.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 1.76% | 584.55%-582.8pp | 338.61%-336.9pp | 417.96%-416.2pp |
| Employer contribution / active EE | $421 | $1,544-72.8% | $1,159-63.7% | $4,740-91.1% |
| Participant deferral / active EE | $7,714 | $2,819+173.7% | $2,125+263.0% | $6,400+20.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |