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 | $18,671 | $83,337-77.6% | $67,834-72.5% | $273,961-93.2% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 8.74% | 259.45%-250.7pp | 138.47%-129.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,525 | $3,287-53.6% | $2,403-36.6% | $4,869-68.7% |
| Participant deferral / active EE | $4,512 | $4,088+10.4% | $3,160+42.8% | $5,287-14.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |