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 | $42,452 | $144,119-70.5% | $117,854-64.0% | $147,584-71.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 26.03% | 531.15%-505.1pp | 335.08%-309.1pp | 578.55%-552.5pp |
| Employer contribution / active EE | $1,893 | $4,896-61.3% | $3,786-50.0% | $4,876-61.2% |
| Participant deferral / active EE | $8,064 | $5,316+51.7% | $4,482+79.9% | $5,439+48.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |