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 | $15,451 | $117,381-86.8% | $99,443-84.5% | $152,861-89.9% |
| Participation rate | 78.6% | 77.5%+1.0pp | 73.8%+4.7pp | 82.4%-3.9pp |
| Annual return | 19.01% | 31.87%-12.9pp | 30.72%-11.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,710 | $3,013-43.3% | $2,540-32.7% | $4,762-64.1% |
| Participant deferral / active EE | $3,107 | $4,086-24.0% | $3,619-14.1% | $5,850-46.9% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |