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 | $43,260 | $77,419-44.1% | $69,455-37.7% | $152,861-71.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.61% | 39.06%-13.5pp | 28.97%-3.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,196 | $3,315-3.6% | $2,779+15.0% | $4,762-32.9% |
| Participant deferral / active EE | $10,536 | $4,414+138.7% | $3,535+198.0% | $5,850+80.1% |
| Admin fee / account holder | $2 | $6,207-100.0% | $3,839-99.9% | $11,596-100.0% |