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 | $32,947 | $109,817-70.0% | $98,442-66.5% | $167,490-80.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.77% | 1956.69%-1933.9pp | 1492.73%-1470.0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,736 | $3,224-46.1% | $2,960-41.3% | $4,837-64.1% |
| Participant deferral / active EE | $943 | $4,673-79.8% | $4,276-77.9% | $6,341-85.1% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |