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 | $25,630 | $72,177-64.5% | $115,037-77.7% | $59,632-57.0% |
| Participation rate | 86.5% | 72.6%+13.9pp | 81.4%+5.1pp | 68.7%+17.8pp |
| Annual return | 105.46% | 12.02%+93.4pp | 26.14%+79.3pp | 2041.28%-1935.8pp |
| Employer contribution / active EE | $1,314 | $2,841-53.8% | $4,608-71.5% | $2,203-40.3% |
| Participant deferral / active EE | $3,547 | $4,783-25.8% | $6,026-41.2% | $3,192+11.1% |
| Admin fee / account holder | $229 | $4,927-95.4% | $8,175-97.2% | $4,297-94.7% |