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 | $22,527 | $135,952-83.4% | $123,892-81.8% | $273,961-91.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.25% | 56.63%-40.4pp | 47.52%-31.3pp | 41.45%-25.2pp |
| Employer contribution / active EE | $2,261 | $5,170-56.3% | $4,617-51.0% | $4,869-53.6% |
| Participant deferral / active EE | $11,543 | $6,343+82.0% | $5,984+92.9% | $5,287+118.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |