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 | $31,147 | $112,096-72.2% | $95,952-67.5% | $158,922-80.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 17.98% | 171.09%-153.1pp | 91.61%-73.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,083 | $3,198-66.1% | $2,541-57.4% | $4,761-77.3% |
| Participant deferral / active EE | $3,316 | $4,784-30.7% | $4,167-20.4% | $5,982-44.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |