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 | $19,769 | $48,364-59.1% | $71,796-72.5% | $62,891-68.6% |
| Participation rate | 96.3% | 60.6%+35.7pp | 69.1%+27.2pp | 69.3%+27.0pp |
| Annual return | 8.05% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,962 | $2,091-6.2% | $2,794-29.8% | $3,203-38.7% |
| Admin fee / account holder | $114 | $3,771-97.0% | $4,815-97.6% | $4,296-97.3% |