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 | $40,904 | $91,037-55.1% | $71,671-42.9% | $147,584-72.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.64% | 20.48%-1.8pp | 20.65%-2.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,910 | $3,327-12.5% | $2,460+18.3% | $4,876-40.3% |
| Participant deferral / active EE | $4,149 | $4,498-7.8% | $3,438+20.7% | $5,439-23.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |