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 | $7,692 | $88,751-91.3% | $81,812-90.6% | $145,922-94.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 16.84% | 1025.40%-1008.6pp | 773.79%-757.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,680 | $3,083-45.5% | $2,912-42.3% | $4,660-63.9% |
| Participant deferral / active EE | $1,680 | $4,643-63.8% | $4,319-61.1% | $6,688-74.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |