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 | $78,065 | $66,402+17.6% | $109,895-29.0% | $85,850-9.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 48.49% | 19.59%+28.9pp | 29.45%+19.0pp | 318.53%-270.0pp |
| Employer contribution / active EE | $313 | $1,687-81.5% | $2,842-89.0% | $2,565-87.8% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $237 | $4,557-94.8% | $6,066-96.1% | $6,260-96.2% |