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 | $57,675 | $165,912-65.2% | $122,332-52.9% | $147,584-60.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.90% | 34.55%-22.6pp | 30.27%-18.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,916 | $5,754-66.7% | $4,050-52.7% | $4,876-60.7% |
| Participant deferral / active EE | $2,258 | $4,005-43.6% | $3,287-31.3% | $5,439-58.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |