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 | $39,961 | $101,069-60.5% | $81,478-51.0% | $147,584-72.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 44.01% | 32.40%+11.6pp | 38.78%+5.2pp | 578.55%-534.5pp |
| Employer contribution / active EE | $14,251 | $3,205+344.6% | $2,568+455.0% | $4,876+192.2% |
| Participant deferral / active EE | $9,004 | $4,242+112.3% | $3,537+154.6% | $5,439+65.5% |
| Admin fee / account holder | $98 | $5,812-98.3% | $4,561-97.9% | $10,885-99.1% |