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 | $32,169 | $202,318-84.1% | $172,739-81.4% | $152,861-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 52.37% | 1029.65%-977.3pp | 802.84%-750.5pp | 345.32%-292.9pp |
| Employer contribution / active EE | $1,773 | $5,856-69.7% | $5,143-65.5% | $4,762-62.8% |
| Participant deferral / active EE | $3,125 | $5,948-47.5% | $5,198-39.9% | $5,850-46.6% |
| Admin fee / account holder | $146 | $17,109-99.1% | $13,954-99.0% | $11,596-98.7% |