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 | $31,033 | $99,020-68.7% | $86,590-64.2% | $147,584-79.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 39.62% | 1312.34%-1272.7pp | 964.84%-925.2pp | 578.55%-538.9pp |
| Employer contribution / active EE | $3,164 | $3,132+1.0% | $2,839+11.4% | $4,876-35.1% |
| Participant deferral / active EE | $8,576 | $3,972+115.9% | $3,609+137.6% | $5,439+57.7% |
| Admin fee / account holder | $77 | $5,710-98.7% | $4,906-98.4% | $10,885-99.3% |