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 | $13,133 | $60,124-78.2% | $90,404-85.5% | $79,858-83.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.99% | 71.94%-55.0pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,080 | $2,068-47.8% | $3,262-66.9% | $2,471-56.3% |
| Participant deferral / active EE | $1,670 | $2,938-43.2% | $3,963-57.9% | $3,740-55.4% |
| Admin fee / account holder | $261 | $3,976-93.4% | $5,611-95.4% | $5,306-95.1% |