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 | $73,269 | $96,305-23.9% | $80,569-9.1% | $139,434-47.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.99% | 1350.08%-1334.1pp | 935.43%-919.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,205 | $3,262-32.4% | $2,723-19.1% | $4,751-53.6% |
| Participant deferral / active EE | $7,907 | $5,232+51.1% | $4,447+77.8% | $6,710+17.8% |
| Admin fee / account holder | $294 | $6,599-95.5% | $5,377-94.5% | $11,403-97.4% |