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 | $31,923 | $226,064-85.9% | $182,532-82.5% | $152,861-79.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.75% | 192.51%-166.8pp | 148.54%-122.8pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,040 | $4,978-59.0% | $4,076-49.9% | $4,762-57.2% |
| Participant deferral / active EE | $10,026 | $6,368+57.5% | $5,524+81.5% | $5,850+71.4% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |