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 | $35,389 | $65,696-46.1% | $56,429-37.3% | $147,584-76.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 17.52% | 13.32%+4.2pp | 19.04%-1.5pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,741 | $4,121-57.8% | $3,405-48.9% | $4,876-64.3% |
| Participant deferral / active EE | $3,482 | $4,876-28.6% | $3,951-11.9% | $5,439-36.0% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |