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 3-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 | $10,550 | $92,798-88.6% | $96,707-89.1% | $137,256-92.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 26.73% | 31.24%-4.5pp | 34.78%-8.1pp | 220.34%-193.6pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,252 | $5,877-44.7% | $5,997-45.8% | $6,407-49.2% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |