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 | $70,651 | $118,849-40.6% | $96,562-26.8% | $167,490-57.8% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.8pp |
| Annual return | 13.28% | 50.49%-37.2pp | 37.78%-24.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $695 | $3,120-77.7% | $2,356-70.5% | $4,837-85.6% |
| Participant deferral / active EE | $4,380 | $4,616-5.1% | $3,849+13.8% | $6,341-30.9% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |