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 | $12,885 | $69,207-81.4% | $64,056-79.9% | $139,434-90.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.13% | 45.88%-32.8pp | 33.69%-20.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,848 | $3,182-41.9% | $2,747-32.7% | $4,751-61.1% |
| Participant deferral / active EE | $4,297 | $4,682-8.2% | $3,880+10.7% | $6,710-36.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |