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 | $46,337 | $121,625-61.9% | $104,607-55.7% | $158,922-70.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 21.24% | 465.26%-444.0pp | 340.46%-319.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,100 | $3,163-33.6% | $2,681-21.7% | $4,761-55.9% |
| Participant deferral / active EE | $3,186 | $4,177-23.7% | $3,740-14.8% | $5,982-46.7% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |