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 | $62,440 | $78,694-20.7% | $67,652-7.7% | $125,391-50.2% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | 9.92% | 9.46%+0.5pp | 6625.04%-6615.1pp | 282.22%-272.3pp |
| Employer contribution / active EE | $1,357 | $3,044-55.4% | $2,266-40.1% | $4,866-72.1% |
| Participant deferral / active EE | $3,287 | $4,292-23.4% | $3,560-7.7% | $5,352-38.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |