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 | $81,820 | $102,616-20.3% | $81,983-0.2% | $158,922-48.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.51% | 61.04%-45.5pp | 41.31%-25.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,784 | $3,240-45.0% | $2,498-28.6% | $4,761-62.5% |
| Participant deferral / active EE | $3,518 | $4,648-24.3% | $3,722-5.5% | $5,982-41.2% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |