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 | $138,392 | $93,346+48.3% | $71,796+92.8% | $273,961-49.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.65% | 130.39%-125.7pp | 78.04%-73.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $457 | $2,733-83.3% | $1,924-76.2% | $4,869-90.6% |
| Participant deferral / active EE | $2,200 | $3,475-36.7% | $2,794-21.3% | $5,287-58.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |