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 | $32,735 | $49,922-34.4% | $80,569-59.4% | $75,163-56.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.14% | 34.69%-18.5pp | 935.43%-919.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,571 | $1,698+228.1% | $2,723+104.6% | $2,670+108.7% |
| Participant deferral / active EE | $2,724 | $2,990-8.9% | $4,447-38.8% | $4,125-34.0% |
| Admin fee / account holder | $208 | $3,577-94.2% | $5,377-96.1% | $5,651-96.3% |