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 | $41,082 | $118,849-65.4% | $96,562-57.5% | $167,490-75.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.50% | 50.49%-41.0pp | 37.78%-28.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $9,665 | $3,120+209.8% | $2,356+310.1% | $4,837+99.8% |
| Participant deferral / active EE | $4,610 | $4,616-0.1% | $3,849+19.8% | $6,341-27.3% |
| Admin fee / account holder | $290 | $8,065-96.4% | $6,181-95.3% | $12,309-97.6% |