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 | $48,929 | $77,419-36.8% | $69,455-29.6% | $152,861-68.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 9.85% | 39.06%-29.2pp | 28.97%-19.1pp | 345.32%-335.5pp |
| Employer contribution / active EE | $2,472 | $3,315-25.4% | $2,779-11.1% | $4,762-48.1% |
| Participant deferral / active EE | $6,064 | $4,414+37.4% | $3,535+71.5% | $5,850+3.7% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |