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 | $17,212 | $109,327-84.3% | $89,391-80.7% | $158,922-89.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.19% | 345.68%-337.5pp | 245.62%-237.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $992 | $3,170-68.7% | $2,586-61.6% | $4,761-79.2% |
| Participant deferral / active EE | $1,240 | $4,598-73.0% | $3,890-68.1% | $5,982-79.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |