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 | $76,458 | $90,348-15.4% | $75,972+0.6% | $145,922-47.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 13.32% | 620.88%-607.6pp | 359.55%-346.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,093 | $3,311-67.0% | $2,685-59.3% | $4,660-76.5% |
| Participant deferral / active EE | $4,372 | $5,162-15.3% | $4,255+2.7% | $6,688-34.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |