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 | $67,131 | $97,044-30.8% | $83,333-19.4% | $135,375-50.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 15.82% | 12.31%+3.5pp | 10.63%+5.2pp | 519.73%-503.9pp |
| Employer contribution / active EE | $1,390 | $4,143-66.5% | $3,379-58.9% | $4,779-70.9% |
| Participant deferral / active EE | $1,965 | $5,964-67.1% | $5,565-64.7% | $5,609-65.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |