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 | $21,384 | $113,339-81.1% | $94,993-77.5% | $147,584-85.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 13.30% | 20.77%-7.5pp | 27.12%-13.8pp | 578.55%-565.2pp |
| Employer contribution / active EE | $239 | $3,160-92.4% | $2,603-90.8% | $4,876-95.1% |
| Participant deferral / active EE | $1,617 | $3,777-57.2% | $3,317-51.3% | $5,439-70.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |