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 | $70,786 | $118,849-40.4% | $96,562-26.7% | $167,490-57.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.79% | 50.49%-36.7pp | 37.78%-24.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $909 | $3,120-70.9% | $2,356-61.4% | $4,837-81.2% |
| Participant deferral / active EE | $2,067 | $4,616-55.2% | $3,849-46.3% | $6,341-67.4% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |