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 | $38,710 | $138,065-72.0% | $123,544-68.7% | $135,375-71.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.38% | 153.68%-145.3pp | 119.20%-110.8pp | 519.73%-511.4pp |
| Employer contribution / active EE | $2,783 | $5,151-46.0% | $4,628-39.9% | $4,779-41.8% |
| Participant deferral / active EE | $11,197 | $6,799+64.7% | $6,426+74.3% | $5,609+99.6% |
| Admin fee / account holder | $6 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |