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 | $39,729 | $102,966-61.4% | $90,281-56.0% | $152,861-74.0% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 19.65% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,807 | $3,139-42.4% | $2,854-36.7% | $4,762-62.1% |
| Participant deferral / active EE | $2,845 | $4,281-33.6% | $3,885-26.8% | $5,850-51.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |