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 | $27,382 | $105,859-74.1% | $90,160-69.6% | $147,584-81.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.42% | 37.63%-23.2pp | 34.88%-20.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $897 | $4,126-78.3% | $3,318-73.0% | $4,876-81.6% |
| Participant deferral / active EE | $2,512 | $5,733-56.2% | $5,288-52.5% | $5,439-53.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |