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 | $42,190 | $76,738-45.0% | $56,411-25.2% | $145,922-71.1% |
| Participation rate | 81.3% | 63.2%+18.0pp | 52.5%+28.8pp | 80.3%+1.0pp |
| Annual return | 13.92% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,721 | $1,380+97.2% | $1,039+161.9% | $4,660-41.6% |
| Participant deferral / active EE | $2,829 | $2,623+7.9% | $1,952+44.9% | $6,688-57.7% |
| Admin fee / account holder | $223 | $3,334-93.3% | $2,829-92.1% | $13,397-98.3% |