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 | $84,489 | $127,264-33.6% | $109,895-23.1% | $167,490-49.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.53% | 22.97%-13.4pp | 29.45%-19.9pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,412 | $3,322-57.5% | $2,842-50.3% | $4,837-70.8% |
| Participant deferral / active EE | $4,516 | $4,5140% | $4,048+11.6% | $6,341-28.8% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |