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 | $25,934 | $90,503-71.3% | $78,689-67.0% | $273,961-90.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 3.21% | 75.60%-72.4pp | 62.18%-59.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,500 | $3,176-52.8% | $2,851-47.4% | $4,869-69.2% |
| Participant deferral / active EE | $1,641 | $3,901-57.9% | $3,517-53.3% | $5,287-69.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |