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 | $93,665 | $183,963-49.1% | $162,163-42.2% | $152,861-38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.33% | 150.76%-129.4pp | 115.59%-94.3pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,701 | $6,371-73.3% | $5,614-69.7% | $4,762-64.3% |
| Participant deferral / active EE | $3,949 | $8,034-50.8% | $7,298-45.9% | $5,850-32.5% |
| Admin fee / account holder | $50 | $13,121-99.6% | $10,843-99.5% | $11,596-99.6% |