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 | $32,384 | $102,966-68.5% | $90,281-64.1% | $152,861-78.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 61.01% | 95.16%-34.1pp | 78.10%-17.1pp | 345.32%-284.3pp |
| Employer contribution / active EE | $5,328 | $3,139+69.8% | $2,854+86.7% | $4,762+11.9% |
| Participant deferral / active EE | $4,371 | $4,281+2.1% | $3,885+12.5% | $5,850-25.3% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |