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 | $17,170 | $121,625-85.9% | $104,607-83.6% | $158,922-89.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.76% | 465.26%-458.5pp | 340.46%-333.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,610 | $3,163-17.5% | $2,681-2.6% | $4,761-45.2% |
| Participant deferral / active EE | $4,872 | $4,177+16.6% | $3,740+30.3% | $5,982-18.6% |
| Admin fee / account holder | $3 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |