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 | $31,900 | $102,966-69.0% | $90,281-64.7% | $152,861-79.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 34.17% | 95.16%-61.0pp | 78.10%-43.9pp | 345.32%-311.2pp |
| Employer contribution / active EE | $2,836 | $3,139-9.6% | $2,854-0.6% | $4,762-40.4% |
| Participant deferral / active EE | $4,673 | $4,281+9.1% | $3,885+20.3% | $5,850-20.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |