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 | $14,725 | $91,037-83.8% | $71,671-79.5% | $147,584-90.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 35.63% | 20.48%+15.1pp | 20.65%+15.0pp | 578.55%-542.9pp |
| Employer contribution / active EE | $1,662 | $3,327-50.1% | $2,460-32.4% | $4,876-65.9% |
| Participant deferral / active EE | $6,576 | $4,498+46.2% | $3,438+91.3% | $5,439+20.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |