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 | $80,409 | $232,540-65.4% | $185,117-56.6% | $147,584-45.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.53% | 43.03%-20.5pp | 40.50%-18.0pp | 578.55%-556.0pp |
| Employer contribution / active EE | $488 | $5,195-90.6% | $4,182-88.3% | $4,876-90.0% |
| Participant deferral / active EE | $6,936 | $5,834+18.9% | $5,045+37.5% | $5,439+27.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |