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 | $59,159 | $113,339-47.8% | $94,993-37.7% | $147,584-59.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.42% | 20.77%-2.3pp | 27.12%-8.7pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,098 | $3,160-65.3% | $2,603-57.8% | $4,876-77.5% |
| Participant deferral / active EE | $7,080 | $3,777+87.4% | $3,317+113.4% | $5,439+30.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |