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 | $37,910 | $81,632-53.6% | $70,449-46.2% | $158,922-76.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.94% | 208.40%-190.5pp | 109.03%-91.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,937 | $3,217-39.8% | $2,737-29.2% | $4,761-59.3% |
| Participant deferral / active EE | $2,236 | $4,554-50.9% | $3,709-39.7% | $5,982-62.6% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |