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 | $23,567 | $99,079-76.2% | $77,999-69.8% | $273,961-91.4% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.5%-4.9pp | 83.0%-12.4pp |
| Annual return | 8.80% | 217.93%-209.1pp | 425.96%-417.2pp | 41.45%-32.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,598 | $4,306+53.2% | $3,497+88.7% | $5,287+24.8% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |