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 | $157,074 | $106,515+47.5% | $96,683+62.5% | $139,434+12.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.77% | 38.43%-21.7pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,761 | $4,103-57.1% | $3,737-52.9% | $4,751-62.9% |
| Participant deferral / active EE | $7,500 | $5,454+37.5% | $4,878+53.7% | $6,710+11.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |