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 | $40,354 | $104,907-61.5% | $84,611-52.3% | $152,861-73.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.53% | 373.79%-353.3pp | 258.74%-238.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,599 | $3,302-51.6% | $2,652-39.7% | $4,762-66.4% |
| Participant deferral / active EE | $1,599 | $4,688-65.9% | $3,899-59.0% | $5,850-72.7% |
| Admin fee / account holder | $280 | $6,241-95.5% | $4,912-94.3% | $11,596-97.6% |