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 | $93,617 | $121,625-23.0% | $104,607-10.5% | $158,922-41.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.02% | 465.26%-450.2pp | 340.46%-325.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,645 | $3,163-48.0% | $2,681-38.6% | $4,761-65.5% |
| Participant deferral / active EE | $4,678 | $4,177+12.0% | $3,740+25.1% | $5,982-21.8% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |