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 | $52,395 | $109,982-52.4% | $97,226-46.1% | $145,922-64.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 9.65% | 242.90%-233.3pp | 75.13%-65.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $841 | $3,084-72.7% | $2,729-69.2% | $4,660-82.0% |
| Participant deferral / active EE | $3,755 | $4,676-19.7% | $4,264-11.9% | $6,688-43.9% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |