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 | $64,871 | $109,817-40.9% | $98,442-34.1% | $167,490-61.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.52% | 1956.69%-1945.2pp | 1492.73%-1481.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,692 | $3,224-16.5% | $2,960-9.0% | $4,837-44.3% |
| Participant deferral / active EE | $3,454 | $4,673-26.1% | $4,276-19.2% | $6,341-45.5% |
| Admin fee / account holder | $234 | $6,753-96.5% | $5,949-96.1% | $12,309-98.1% |