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 | $85,644 | $95,416-10.2% | $185,823-53.9% | $85,850-0.2% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 13.55% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $480 | $3,314-85.5% | $5,167-90.7% | $2,565-81.3% |
| Participant deferral / active EE | $3,893 | $3,423+13.7% | $5,568-30.1% | $3,952-1.5% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |