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 | $50,472 | $162,781-69.0% | $133,956-62.3% | $158,922-68.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.58% | 41.94%-33.4pp | 45.09%-36.5pp | 302.83%-294.2pp |
| Employer contribution / active EE | $6,846 | $4,975+37.6% | $3,919+74.7% | $4,761+43.8% |
| Participant deferral / active EE | $3,390 | $5,911-42.6% | $5,048-32.8% | $5,982-43.3% |
| Admin fee / account holder | $17 | $11,736-99.9% | $8,927-99.8% | $11,246-99.8% |