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 | $25,649 | $98,240-73.9% | $82,313-68.8% | $147,584-82.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.20% | 30.85%-11.7pp | 25.88%-6.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,634 | $3,192-48.8% | $2,428-32.7% | $4,876-66.5% |
| Participant deferral / active EE | $4,328 | $4,383-1.3% | $3,706+16.8% | $5,439-20.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |