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 | $27,767 | $112,096-75.2% | $95,952-71.1% | $158,922-82.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.35% | 171.09%-162.7pp | 91.61%-83.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,271 | $3,198-60.3% | $2,541-50.0% | $4,761-73.3% |
| Participant deferral / active EE | $1,657 | $4,784-65.4% | $4,167-60.2% | $5,982-72.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |