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 | $40,301 | $114,047-64.7% | $96,139-58.1% | $167,490-75.9% |
| Participation rate | 93.8% | 75.1%+18.7pp | 68.4%+25.3pp | 82.1%+11.6pp |
| Annual return | 27.14% | 189.88%-162.7pp | 191.94%-164.8pp | 478.56%-451.4pp |
| Employer contribution / active EE | $332 | $3,427-90.3% | $2,797-88.1% | $4,837-93.1% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |