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 | $37,815 | $152,587-75.2% | $125,175-69.8% | $152,861-75.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.09% | 54.84%-27.8pp | 43.79%-16.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,439 | $4,946-50.7% | $3,865-36.9% | $4,762-48.8% |
| Participant deferral / active EE | $11,254 | $5,868+91.8% | $4,937+128.0% | $5,850+92.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |