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 | $59,551 | $162,781-63.4% | $133,956-55.5% | $158,922-62.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.33% | 41.94%-22.6pp | 45.09%-25.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,965 | $4,975-60.5% | $3,919-49.9% | $4,761-58.7% |
| Participant deferral / active EE | $2,378 | $5,911-59.8% | $5,048-52.9% | $5,982-60.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |