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 | $12,743 | $107,015-88.1% | $73,545-82.7% | $147,584-91.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 30.87% | 38.25%-7.4pp | -15.16%+46.0pp | 578.55%-547.7pp |
| Employer contribution / active EE | $1,787 | $1,760+1.5% | $1,219+46.6% | $4,876-63.4% |
| Participant deferral / active EE | $4,615 | $2,462+87.5% | $1,806+155.5% | $5,439-15.1% |
| Admin fee / account holder | $7 | $3,055-99.8% | $2,320-99.7% | $10,885-99.9% |