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 | $57,400 | $111,754-48.6% | $103,333-44.5% | $145,922-60.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.39% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,941 | $4,212-53.9% | $3,868-49.8% | $4,660-58.4% |
| Participant deferral / active EE | $6,544 | $5,619+16.5% | $5,057+29.4% | $6,688-2.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |