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 | $31,463 | $116,175-72.9% | $93,606-66.4% | $152,861-79.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.94% | 35.96%-8.0pp | 32.76%-4.8pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,356 | $3,218+4.3% | $2,718+23.5% | $4,762-29.5% |
| Participant deferral / active EE | $4,879 | $4,603+6.0% | $4,069+19.9% | $5,850-16.6% |
| Admin fee / account holder | $261 | $10,748-97.6% | $7,888-96.7% | $11,596-97.7% |