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 | $47,181 | $124,185-62.0% | $108,410-56.5% | $167,490-71.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.98% | 1379.64%-1364.7pp | 905.27%-890.3pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,076 | $4,187+21.2% | $3,558+42.7% | $4,837+4.9% |
| Participant deferral / active EE | $8,905 | $6,908+28.9% | $6,563+35.7% | $6,341+40.4% |
| Admin fee / account holder | $223 | $9,455-97.6% | $7,295-96.9% | $12,309-98.2% |