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 | $31,370 | $105,931-70.4% | $81,930-61.7% | $158,922-80.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.30% | 38.17%-29.9pp | 29.49%-21.2pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,396 | $7,800-82.1% | $4,310-67.6% | $4,761-70.7% |
| Participant deferral / active EE | $2,073 | $13,003-84.1% | $7,107-70.8% | $5,982-65.3% |
| Admin fee / account holder | $283 | $8,489-96.7% | $5,158-94.5% | $11,246-97.5% |