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 | $33,148 | $227,553-85.4% | $189,557-82.5% | $167,490-80.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.36% | 78.40%-62.0pp | 64.17%-47.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,387 | $5,316-73.9% | $4,412-68.6% | $4,837-71.3% |
| Participant deferral / active EE | $2,774 | $7,002-60.4% | $6,174-55.1% | $6,341-56.3% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |