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 | $92,460 | $96,484-4.2% | $75,886+21.8% | $152,861-39.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.92% | 33.98%-12.1pp | 30.76%-8.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,786 | $3,309-46.0% | $2,500-28.6% | $4,762-62.5% |
| Participant deferral / active EE | $3,614 | $4,553-20.6% | $3,603+0.3% | $5,850-38.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |