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 7-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 | $4,306 | $72,071-94.0% | $68,368-93.7% | $137,256-96.9% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.0%+2.4pp |
| Annual return | 44.34% | 353.14%-308.8pp | 292.57%-248.2pp | 220.34%-176.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,526 | $4,410-42.7% | $4,123-38.7% | $6,407-60.6% |
| Admin fee / account holder | $270 | $5,336-94.9% | $5,150-94.8% | $12,270-97.8% |