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 | $103,888 | $135,635-23.4% | $110,238-5.8% | $135,375-23.3% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | 2.18% | 513.19%-511.0pp | 314.74%-312.6pp | 519.73%-517.6pp |
| Employer contribution / active EE | $2,266 | $4,906-53.8% | $3,826-40.8% | $4,779-52.6% |
| Participant deferral / active EE | $3,572 | $5,506-35.1% | $4,672-23.5% | $5,609-36.3% |
| Admin fee / account holder | $38 | $11,457-99.7% | $8,547-99.6% | $10,827-99.6% |