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 | $56,189 | $118,680-52.7% | $98,907-43.2% | $158,922-64.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.25% | 372.35%-361.1pp | 196.43%-185.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,342 | $3,333-29.7% | $2,689-12.9% | $4,761-50.8% |
| Participant deferral / active EE | $5,290 | $5,088+4.0% | $4,244+24.6% | $5,982-11.6% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |