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 | $65,398 | $100,004-34.6% | $81,438-19.7% | $145,959-55.2% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.5%+3.8pp | 80.3%-7.0pp |
| Annual return | 19.26% | 34.34%-15.1pp | 24.74%-5.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,735 | $4,603-40.6% | $3,883-29.6% | $6,689-59.1% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |