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 | $37,211 | $144,119-74.2% | $117,854-68.4% | $147,584-74.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.62% | 531.15%-514.5pp | 335.08%-318.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,453 | $4,896-29.5% | $3,786-8.8% | $4,876-29.2% |
| Participant deferral / active EE | $3,453 | $5,316-35.0% | $4,482-23.0% | $5,439-36.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |