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 | $28,777 | $112,096-74.3% | $95,952-70.0% | $158,922-81.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.92% | 171.09%-145.2pp | 91.61%-65.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,036 | $3,198-67.6% | $2,541-59.2% | $4,761-78.2% |
| Participant deferral / active EE | $3,953 | $4,784-17.4% | $4,167-5.1% | $5,982-33.9% |
| Admin fee / account holder | $268 | $10,130-97.4% | $6,795-96.1% | $11,246-97.6% |