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 | $13,845 | $104,907-86.8% | $84,611-83.6% | $152,861-90.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 30.98% | 373.79%-342.8pp | 258.74%-227.8pp | 345.32%-314.3pp |
| Employer contribution / active EE | $832 | $3,302-74.8% | $2,652-68.6% | $4,762-82.5% |
| Participant deferral / active EE | $1,040 | $4,688-77.8% | $3,899-73.3% | $5,850-82.2% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |