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 | $24,512 | $99,020-75.2% | $86,590-71.7% | $147,584-83.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.92% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,156 | $3,132-63.1% | $2,839-59.3% | $4,876-76.3% |
| Participant deferral / active EE | $1,781 | $3,972-55.2% | $3,609-50.7% | $5,439-67.3% |
| Admin fee / account holder | $91 | $5,710-98.4% | $4,906-98.1% | $10,885-99.2% |