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 | $89,855 | $111,724-19.6% | $93,606-4.0% | $145,922-38.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.60% | 202.98%-186.4pp | 133.20%-116.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,077 | $3,090-65.2% | $2,420-55.5% | $4,660-76.9% |
| Participant deferral / active EE | $4,560 | $4,912-7.2% | $4,411+3.4% | $6,688-31.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |