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 | $98,984 | $105,931-6.6% | $81,930+20.8% | $158,922-37.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 422.56% | 38.17%+384.4pp | 29.49%+393.1pp | 302.83%+119.7pp |
| Employer contribution / active EE | $757 | $7,800-90.3% | $4,310-82.4% | $4,761-84.1% |
| Participant deferral / active EE | $2,148 | $13,003-83.5% | $7,107-69.8% | $5,982-64.1% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |