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 | $161,216 | $104,664+54.0% | $85,682+88.2% | $167,490-3.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 55.01% | 21.45%+33.6pp | 21.49%+33.5pp | 478.56%-423.5pp |
| Employer contribution / active EE | $1,934 | $3,337-42.1% | $2,618-26.1% | $4,837-60.0% |
| Participant deferral / active EE | $3,616 | $4,824-25.1% | $3,923-7.8% | $6,341-43.0% |
| Admin fee / account holder | $24 | $10,032-99.8% | $6,873-99.7% | $12,309-99.8% |