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 | $39,310 | $101,069-61.1% | $81,478-51.8% | $147,584-73.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 28.83% | 32.40%-3.6pp | 38.78%-10.0pp | 578.55%-549.7pp |
| Employer contribution / active EE | $10,901 | $3,205+240.1% | $2,568+324.6% | $4,876+123.6% |
| Participant deferral / active EE | $10,672 | $4,242+151.6% | $3,537+201.8% | $5,439+96.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |