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 | $44,006 | $115,882-62.0% | $100,516-56.2% | $158,922-72.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.20% | 34.79%-26.6pp | 30.89%-22.7pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,109 | $4,103-48.6% | $3,418-38.3% | $4,761-55.7% |
| Participant deferral / active EE | $4,219 | $6,674-36.8% | $6,270-32.7% | $5,982-29.5% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |