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 | $67,607 | $88,710-23.8% | $81,783-17.3% | $145,959-53.7% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 12.30% | 1027.26%-1015.0pp | 775.05%-762.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,505 | $3,083-51.2% | $2,913-48.3% | $4,661-67.7% |
| Participant deferral / active EE | $3,092 | $4,645-33.4% | $4,320-28.4% | $6,689-53.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |