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 | $11,020 | $71,829-84.7% | $69,780-84.2% | $142,382-92.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 17.79% | 31.01%-13.2pp | 26.31%-8.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,172 | $4,385-27.7% | $4,168-23.9% | $4,299-26.2% |
| Participant deferral / active EE | $1,013 | $6,819-85.1% | $6,164-83.6% | $6,507-84.4% |
| Admin fee / account holder | $252 | $7,818-96.8% | $7,285-96.5% | $12,624-98.0% |